James Kaiser WMCP®RICP® in

James Kaiser WMCP®RICP®

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Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group at Northwestern Mutual
📍 Bozeman, Montana, United States

James Kaiser is the Co-Founder and a Wealth Management Advisor at Gamma Wealth Partners, specializing in financial planning for dentists and business owners. He holds WMCP® and RICP® designations and was named a Forbes Best-in-State Top Financial Securities Professional for 2025. People describe him as approachable and genuinely concerned for his clients needs.

A Bozeman resident since the age of five, James enjoys all the outdoor amenities Montana has to offer. He loves to travel and experience new places and cultures with his wife, Leisa, and their two children, Leo and Liliana. He is an alumnus of Montana State University.

James has been with Northwestern Mutual since his start as a college intern in 2008.

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Experience
17 Years
Current Role
Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group
Location
Bozeman, Montana, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics James cares about

Planning for Dentists
His practice has a specific focus on providing wealth management and business planning services to dental professionals.
Business Owner Finances
A core part of his client base consists of business owners, for whom he develops comprehensive financial strategies.
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Career

Work history

4-2017
Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group
Northwestern Mutual
2-2008
Financial Rep.
Northwestern Mutual
In the press

Media appearances

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Education
2005 - 2009
Marketing
Montana State University-Bozeman
Education details unavailable
Montana State University-Bozeman
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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