KH
KH

Kirsten Haney

30 Years of Experience
Boise, ID
Broker

Kirsten Haney is a registered investment advisor at D.A. Davidson & CO., based in Boise, ID, with 30 years of industry experience. Kirsten 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

101 South Capitol Boulevard, Suite 1800, Boise, ID, 83702

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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
D.A. Davidson & CO.
July 2003 - Present · 22 yrs 10 mos
D.A. Davidson & CO.Broker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Wells Fargo Investments, LLC
October 2002 - August 2003 · 10 mos
Wells Fargo Investments, LLCBroker
September 2002 - August 2003 · 11 mos
Morgan Stanley
August 1999 - October 2002 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1998 - October 2002 · 3 yrs 11 mos
Painewebber IncorporatedBroker
November 1995 - December 1998 · 3 yrs 1 mo
State Registrations25 states
AKARAZCACOCTFLIDILKSMAMIMNMTNDNVNYORPASCTXUTVAWAWY
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.