DH
DH

Daniel Hitchcock

39 Years of Experience
Bozeman, MT
5 DisclosuresBroker

Daniel Hitchcock is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

105 East Oak, Unit 1A, Bozeman, MT, 59715

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Settled
Customer Dispute
September 2008
Denied
Customer Dispute
September 2007
Denied
Customer Dispute
May 2001
Denied
Customer Dispute
March 2000
Denied
Other Business Activities

Daniel is involved in several rental property businesses and LLCs, dedicating minimal time to most of them. He spends nearly full-time hours managing office space for Finet Practice through Cannery Corner LLP.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2009 - Present · 16 yrs 10 mos
Wells Fargo Advisors
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1987 - July 1993 · 6 yrs 4 mos
State Registrations38 states
AKAZCACOCTFLGAHIIDILKSKYLAMAMEMIMNMOMTNCNENHNJNMNVNYOHORPASDTXUTVAVTWAWIWVWY
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.