All Team / Mark Lopez, LUTCF

Mark Lopez, LUTCF

Financial Advisor

Missoula, MT

(406) 541-6701 (406) 541-6701

For more than 30 years Mark Lopez has helped clients achieve financial success and protect their ways of life through proper risk management. And he continues to do so, serving clients from our Kalispell, Missoula and Whitefish offices.


Mark is a native Montanan, born and raised in Livingston. After high school he relocated to Great Falls where he attended the Great Falls College of Montana State University, married, raised a family and built a successful financial services business, Century Financial Services. Mark joined the JCCS family in 2006. Mark’s work here includes all aspects of financial planning – his financial service offerings now expanding because of his work with colleagues on JCCS’ team of CPAs.


When not at work Mark loves to spend time with family and friends, his circle grown to include three wonderful grandchildren. Boating at Flathead Lake and golfing are two favorite recreational activities. Mark resides in Missoula.


Over his professional career Mark has built many strong client and professional relationships that he values greatly.


Check my background


Areas of Expertise

Wealth Management

Examinations & Licenses

FINRA Series 6, 7, 63, 66
Montana Life & Disability Insurance License
Registered to office securities in AZ, CA, CO, ID, MT, ND, OR, UT, WA
All Team / Mark Lopez, LUTCF