TK
TK

Timothy Kato

42 Years of Experience
Missoula, MT
Broker

Timothy Kato is a registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 42 years of industry experience. Timothy 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.

Loading...

Location

283 W. Front Street, Suite 101, Missoula, MT, 59807

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
D.A. Davidson & CO.
June 2007 - Present · 18 yrs 11 mos
D.A. Davidson & CO.Broker
March 1991 - Present · 35 yrs 2 mos
Previous Registrations
New England SecuritiesBroker
March 1984 - March 1991 · 7 yrs
State Registrations17 states
AZCACOIDMDMNMTNCNMNVOHORSCTXVAWAWI
AdvisorBrokerBoth

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.