Building Strong Foundations for your Financial Independence

Local professionals, independent strategies guiding your financial journey

Building Strong Foundations for your Financial Independence

Local professionals, independent strategies guiding your financial journey

Building Strong Foundations for your Financial Independence

Local professionals, independent strategies guiding your financial journey

Expertise & Experience

Our team stays current with evolving regulations and market trends to provide you with informed, comprehensive financial guidance. With deep industry knowledge, we help safeguard the retirement income you desire.

Personalized to Your Needs

We understand that financial planning isn’t one-size-fits-all. We listen to your unique needs and goals, offering customized approach that align with your lifestyle and aspirations.

Keeping It Simple

Financial planning doesn’t have to be complicated. We break down complex strategies into manageable steps, ensuring you understand the process and feel confident in your financial decisions.

Building Strong Foundations for your Financial Independence

Local professionals, independent strategies guiding your financial journey

Expertise & Experience

Our team stays current with evolving regulations and market trends to provide you with informed, comprehensive financial guidance. With deep industry knowledge, we help safeguard the retirement income you desire.

Personalized to Your Needs

We understand that financial planning isn’t one-size-fits-all. We listen to your unique needs and goals, offering customized approach that align with your lifestyle and aspirations.

Keeping It Simple

Financial planning doesn’t have to be complicated. We break down complex strategies into manageable steps, ensuring you understand the process and feel confident in your financial decisions.

How We Can Help

Retirement Planning

We serve all ages with Retirement plans, strategic investment plans and future funding your child/grandchild.

Investment Strategies

We provide Non-Retirement plans such as Individual non-qualified investment accounts and managed wealth portfolios.

Insurance Solutions

Protect your loved ones and your future with life insurance, annuities, and long-term care coverage, ensuring a steady stream of income in retirement.

College Funding

Secure your child’s future with our college funding options, including 529 Plans and UTMAs, tailored to meet your educational savings goals.

Disability Insurance

Safeguard your income with our short and long-term disability insurance options, providing financial support when you need it most.

Health & Medicare

We offer comprehensive health insurance and Medicare supplement plans, ensuring you have the coverage you need for every stage of life.

About Us

“We don’t turn people away no matter what their current financial status is.”

Big Horn Financial Services is an independent, locally owned financial services provider serving the Bemidji and Hawley, MN areas since 2016. Founded by Josh Wilde, the company has a dedicated team committed to helping clients achieve their financial goals. In September 2018, Josh partnered with his long-time friend Kurt Philion, and they have been business partners ever since. Initially starting with one office in Bemidji, they expanded to Hawley in September 2020. As small-town guys serving both small towns and big cities, they are dedicated to assisting clients regardless of their financial status.

Our Team

josh

Josh Wilde

Founder & Financial Advisor

Josh Wilde grew up in Shevlin, MN, and graduated from Bagley High School in 2001. He continued his education at St. Cloud State University, majoring in Business Management. Josh began his career at MetLife, spending nine years working both individually and with Tom Hruby in Bemidji. In 2016, he expanded his practice by going independent with LPL Financial and teamed up with Great Valley Advisor Group for investment advice. With many years of experience in the financial services industry and a background in his family’s construction business.

kurt

Kurt Philion

LPL Registered Representative

Kurt Philion grew up in Red Lake Falls, MN, and graduated from Lafayette High School in 2001. He studied radio broadcast journalism at Northland Community & Technical College. Kurt worked in radio for over fifteen years, gaining experience in sales, on-air production, and sports play-by-play. In 2017, he transitioned into the finance industry, training at Kaplan University and joining New York Life. A year later, Kurt partnered with Josh Wilde to form Big Horn Financial Services. Kurt brings his broad network and experience to his role, continuing to serve clients across their two locations.

Interesting tidbit about the guys, as explained by Kurt

“We met at my dad’s Lace ‘Em Up Basketball Camp in Red Lake Falls he holds every year, when we were either 12 or 13.  My dad coached at Clearbrook/Gonvick for over 25 years, and during that time got to know many players he had come coach at the camp.  One of those was from Bagley, Danny Fisher. He encouraged him to bring some kids from that area (about 45 miles away from RLF). Danny was able to get Josh’s dad to let him come to the camp for a week and have fun, meeting new friends. Josh actually stayed at our house most of that week and we had a blast! From that point on, we have always stayed in touch and became good friends as the result.  It’s hard to believe that we’ve known each other for almost 30 years now.  If you asked me even 10 years ago if I thought I’d be in business with Josh, I probably would have answered no.  I’ve come to realize how impactful this has been to have a guy like Josh on my team with so much business knowledge and experience in this particular business to ensure our clients are taken care of.  I feel very fortunate that things have worked out how they have.  We were opponents in HS, but now we make one heck of a team doing business together!”

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