BH
BH

Bryn Gregory Hagfors

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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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 2 mos
Davidson Investment Advisors, INC.
November 2018 - Present · 7 yrs 3 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.