Timothy Schnee is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 34 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
176 Timberwolf Pkwy, Kalispell, MT, 59901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a partner in Swank Development Company LLC, a commercial property business, since 2019, but devotes no time to it. He is also the treasurer of 5-H Cattle Co, a family corporation, since 2021, dedicating minimal time annually.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations29 states
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