BH
BH

Bryn Hagfors

7 Years of Experience
Broker

Bryn Hagfors is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 7 years of industry experience. Bryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8 Third Street North, Great Falls, MT, 59401-3104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryn is a co-owner of Berner Fitness, LLC, a fitness studio, since September 2024. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
December 2020 - Present · 5 yrs 4 mos
Davidson Investment Advisors, INC.
November 2018 - Present · 7 yrs 5 mos
State Registrations1 state
MT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.