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Class action lawsuit claims Montana discriminates against out-of-state financial advisers – Daily Montanan

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Class action lawsuit claims Montana discriminates against out-of-state financial advisers – Daily Montanan


A Montana attorney has filed a class-action lawsuit against the state, the Montana Department of Revenue and the state auditor’s office for what they say is an illegal, unconstitutional fee charged to more than 100,000 investment advisers and representatives who live outside the Treasure State.

Even more, the lawsuit, filed in Lewis and Clark County on Friday, says that the 2019 Legislature knew that the law likely violated the privileges and immunities clause of the United States Constitution, but passed it anyway.

That constitutional clause prohibits treating residents from other states differently than residents in-state, and House Bill 694 sought to increase the licensing fees for out-of-state residents to $100 while keeping the fees for Montana-based investment advisers at $50.

Rep. Jim Hamilton, D-Bozeman, told fellow lawmakers in 2019 that, “the reason for raising this fee is that we have a group of people who are not contributing to the economy they are taking advantage of with their businesses, and therefore, I think it appropriate that we not sell Montana so cheaply.”

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He said that because those same advisers don’t pay income tax or property tax in Montana, they should be charged more.

Different lawmakers and witnesses who testified in 2019 raised issues of legality with the bill, and it was even stopped in the Montana Senate because of constitutional concerns.

However, in 2019, Sen. Steve Fitzpatrick, now the Senate Majority Leader and a Republican from Great Falls, brought it back to life when it was eventually passed as part of the overall budget.

Because licensing fees are handled in a uniform way with a payment portal that’s consistent throughout the states, and because no other state differentiated between resident and non-resident licensees, Montana also developed a system where Montana resident licensees could apply for a $50 refund, while out-of-state licensees were ineligible.

In 2019, the state estimated that around 2,200 of the 108,000 financial adviser licensees were Montana-based, meaning that more than 97% financial advisers registered in the Big Sky State do not live in-state.

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The class-action challenge is being brought by Thomas Strobhar, who has challenged laws and business practices in several different states on different topics. He is being represented by former state lawmaker and attorney Matthew Monforton.

“The committee knew that the discriminatory fee structure in HB 694 was unconstitutional, yet approved it anyway,” the lawsuit said.

The Montana Supreme Court has upheld the privileges and immunities clause of the U.S. Constitution, and said in 1981 that the “rights of nonresidents to ‘ply their trade, practice their occupation, or pursue a common calling in the state’” is something that shall be “free from discrimination based upon state residency.”

Even though lawmakers pointed out that Montana and other states may charge non-residents fees for recreational licenses, like hunting, that is limited to recreational, not occupational licenses.

“Montana’s policy of imposing discriminatory fees upon nonresident investment adviser representatives and securities salesperson (does not) bear a substantial relationship to any important state interest,” the lawsuit said.

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The lawsuit asks that the courts declare the measure unconstitutional and issue an injunction prohibiting the state from charging a different fee for non-resident advisers as Montana-based advisers.

The lawsuit also seeks an award of damages to Strobhar and other class members.

If Strobhar and the class-action suit was successful, it would mean the state would have to disgorge as much as $25 million that Montana has collected from these fees  since 2019.

Strobhar, a resident of Ohio, is no stranger to being in the middle of controversy.

Strobhar has authored more than 70 shareholder resolutions to ban corporate support for pornography, religious bigotry, fetal tissue research, abortifacients, Planned Parenthood, and policies he considers hostile to marriage. His resolutions have changed the way several large businesses operate, including American Express, AT&T, Berkshire Hathaway, General Mills and Target.

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Last year, Strobhar also led an initiative that would force The Walt Disney Company to disclose charitable contributions of more than $10,000. Though Disney fought against that, arguing that Strobhar was attempting micromanagement of the company, the Securities and Exchange Commission ultimately allowed the a vote on the resolution.

240112 Complaint



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Montana

Oregon women earn 11th victory with win over Montana State

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Oregon women earn 11th victory with win over Montana State


Oregon women’s basketball moved to 11-1 following a 69-44 win over Montana State Sunday at Matthew Knight Arena.

Four of Oregon’s starters scored in double figures, led by guard Sofia Bell’s 15 points.

Mia Jacobs added 13 points and 10 rebounds. Katie Fiso and Ari Long each scored 10 points. Fiso added five assists.

Oregon (11-1) struggled shooting, hitting 19 of 58 field goal attempts (32.8%), including 9 of 31 from three-point range (29%). However, those numbers were mainly dragged down in the fourth quarter when the game was well in hand.

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Oregon, which led 37-14 at halftime, shot just 22.2% from the field in the final quarter and missed all seven of its three-point attempts. MSU won the quarter 16-11.

Bell went 4 of 8 from long distance, Jacobs went 3 of 8 and Long made both of her three-point attempts. The rest of the team went 0-for-13.

Montana State (6-3) received 14 points and four rebounds from Jamison Philip. The Bobcats shot 1 of 19 from three-point range and committed 23 turnovers that the Ducks converted into 25 points.

Next up: The Ducks host Portland (7-4) at 11 a.m. on Thursday. The Pilots defeated Kent State 88-78 on Sunday.



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FCS playoffs roundup: There will be an all-Montana semifinal in the FCS playoffs

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FCS playoffs roundup: There will be an all-Montana semifinal in the FCS playoffs


MISSOULA, Mont. — The No. 3-seeded Montana Grizzlies proved too much to handle on Saturday afternoon, overwhelming the No. 11-seeded South Dakota Coyotes 52-22 in the FCS playoff quarterfinals at Washington-Grizzly Stadium.

The Griz used the home crowd to their advantage in an all-around dominant performance in all three phases of the game in front of a home crowd of 22,750 fans. The win sets up an all-Montana semifinal in the FCS playoffs as the Griz will go to face No. 2 Montana State on Dec. 20 for a trip to the national championship.

Montana’s Keali’i Ah Yat had 305 yards and three passing scores, as Michael Wortham had 11 catches for 201 yards and two receiving touchdowns, as well as 43 rushing yards and a score.

All told, the Coyotes had 63 plays on offense for 351 total yards, but the 10 offensive penalties seemed to be a key difference in finding any consistency.

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Montana State advances with decisive victory

BOZEMAN, Mont. — Montana State ran for 227 yards as the Bobcats dominated the third-ranked rush defense in the country en route to beating Stephen F. Austin 44-28 on Friday to advance to the FCS playoff semifinals.

Adam Jones finished with 117 yards and Julius Davis had 96 on the ground for Montana State, which jumped out to a 24-0 lead. Justin Lamson had 246 passing yards for the Bobcats.

Villanova holds down Tarleton State to advance

STEPHENVILLE, Texas — Villanova overcame a 14-0 deficit as the No. 12 Wildcats beat fourth-seeded Tarleton State 26-21 on Saturday.

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It is the fourth time in program history and the first time since 2010 that ‘Nova advanced to the semifinals. The Wildcats held Tarleton State to 56 yards rushing and 266 total yards while racking up 426 overall on their own.

Ja’briel Mace had a 47-yard run to trim Tarleton State’s lead to 21-19 in the third quarter and Braden Reed hauled in an 11-yard TD pass in the fourth to complete the comeback.

Dawson runs Illinois State past UC Davis

DAVIS, Calif. — Victor Dawson carried 29 times for 148 yards and Tommy Rittenhouse threw a 93-yard TD pass as Illinois State beat UC-Davis 42-31 on Saturday, one week after the Redbirds upset North Dakota State in Fargo.

Rittenhouse finished 15 of 20 for 266 yards and three touchdowns and one interception. Daniel Sobkowicz had six receptions for 150 yards and two scores.

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Davis quarterback Caden Pinnick was 24 of 41 for 402 yards with three touchdowns and a pick.

Trey Houchin of the Mitchell Republic contributed to this report.

Our newsroom occasionally reports stories under a byline of “staff.” Often, the “staff” byline is used when rewriting basic news briefs that originate from official sources, such as a city press release about a road closure, and which require little or no reporting. At times, this byline is used when a news story includes numerous authors or when the story is formed by aggregating previously reported news from various sources. If outside sources are used, it is noted within the story.





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Montana Lottery Powerball, Lucky For Life results for Dec. 13, 2025

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The Montana Lottery offers multiple draw games for those aiming to win big. Here’s a look at Dec. 13, 2025, results for each game:

Winning Powerball numbers from Dec. 13 drawing

01-28-31-57-58, Powerball: 16, Power Play: 2

Check Powerball payouts and previous drawings here.

Winning Lucky For Life numbers from Dec. 13 drawing

12-18-19-24-35, Lucky Ball: 17

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Check Lucky For Life payouts and previous drawings here.

Winning Lotto America numbers from Dec. 13 drawing

20-26-27-32-46, Star Ball: 08, ASB: 02

Check Lotto America payouts and previous drawings here.

Winning Big Sky Bonus numbers from Dec. 13 drawing

04-06-11-31, Bonus: 09

Check Big Sky Bonus payouts and previous drawings here.

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Winning Montana Cash numbers from Dec. 13 drawing

01-16-18-31-37

Check Montana Cash payouts and previous drawings here.

Feeling lucky? Explore the latest lottery news & results

When are the Montana Lottery drawings held?

  • Powerball: 8:59 p.m. MT on Monday, Wednesday, and Saturday.
  • Mega Millions: 9 p.m. MT on Tuesday and Friday.
  • Lucky For Life: 8:38 p.m. MT daily.
  • Lotto America: 9 p.m. MT on Monday, Wednesday and Saturday.
  • Big Sky Bonus: 7:30 p.m. MT daily.
  • Powerball Double Play: 8:59 p.m. MT on Monday, Wednesday, and Saturday.
  • Montana Cash: 8 p.m. MT on Wednesday and Saturday.

Missed a draw? Peek at the past week’s winning numbers.

Winning lottery numbers are sponsored by Jackpocket, the official digital lottery courier of the USA TODAY Network.

Where can you buy lottery tickets?

Tickets can be purchased in person at gas stations, convenience stores and grocery stores. Some airport terminals may also sell lottery tickets.

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You can also order tickets online through Jackpocket, the official digital lottery courier of the USA TODAY Network, in these U.S. states and territories: Arizona, Arkansas, Colorado, Idaho, Maine, Massachusetts, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Puerto Rico, Washington D.C., and West Virginia. The Jackpocket app allows you to pick your lottery game and numbers, place your order, see your ticket and collect your winnings all using your phone or home computer.

Jackpocket is the official digital lottery courier of the USA TODAY Network. Gannett may earn revenue for audience referrals to Jackpocket services. GAMBLING PROBLEM? CALL 1-800-GAMBLER, Call 877-8-HOPENY/text HOPENY (467369) (NY). 18+ (19+ in NE, 21+ in AZ). Physically present where Jackpocket operates. Jackpocket is not affiliated with any State Lottery. Eligibility Restrictions apply. Void where prohibited. Terms: jackpocket.com/tos.

This results page was generated automatically using information from TinBu and a template written and reviewed by a Great Falls Tribune editor. You can send feedback using this form.



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