BM
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Bruce Madsen
36 Years of Experience
Missoula, MT
1 DisclosureBroker
Bruce Madsen is a registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 36 years of industry experience. Bruce 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
283 W. Front Street, Suite 101, Missoula, MT, 59807
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2019Settled
Employment History
Current Registrations
D.A. Davidson & CO.
August 2009 - Present · 16 yrs 9 mos
D.A. Davidson & CO.
June 1993 - Present · 32 yrs 11 mos
D.A. Davidson & CO.Broker
June 1993 - Present · 32 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - June 1993 · 3 yrs 2 mos
D.A. Davidson & CO.Broker
October 1989 - April 1990 · 6 mos
State Registrations26 states
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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.