OUTREACH
Annual Reports
2024 Fiscal Year Annual Performance Report
The CSI is pleased to provide our 2024 report as Section 2-12-105, MCA requires. We pride ourselves on transparency and accountability and continue to do great work for Montanans.
2023 was another landmark year at the CSI. The agency’s meaningful, collective accomplishments are a direct result of the team’s steadfast commitment to consumer protection, education, outreach, industry communication, and regulation.
We went into the year with great momentum and expectations and came out with amazing success stories helping protect Montana’s consumers.
This was a very productive year for the Commissioner of Security and Insurance (CSI). This is directly correlated to the amazing team that makes up this agency.
Consumers
SECURITIES
- 2024 Fraud Awareness Webinar video with the CSI, FBI, AARP, and SMP Montana
- 2024 Fraud Awareness Webinar with
the CSI, FBI, AARP, and SMP Montana (PowerPoint) - Capital Formation Flyer
- Raising Capital 101
- Financial Abuse Specialist Team Brochure
- Protecting the Big Sky Tour Presentation: Educating Investors, Seniors, and Consumers to Safeguard Their Finances (video)
MISCELLANEOUS
Industry
SECURITIES
- Securities Capital Formation Flyer
- Securities Raising Capital 101
- Securities: Financial Abuse Specialist Team Brochure
2023 Investment Advisor Symposium
2023 Investing in Montana Summit
Other State Tribal Nation Resources