Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

401 North 31st Street, Suite 1610, Billings, MT, 59101

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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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Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
May 2023 - Present · 2 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
D.A. Davidson & CO.Broker
June 2020 - October 2021 · 1 yr 4 mos
State Registrations41 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.