Brian Brown is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 31 years of industry experience. Brian 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
1101 E Main St, Suite 301, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian co-owns a property with Shelby Brown in Big Sky, MT, performing yard maintenance and snow removal, dedicating minimal time. He is also the HOA president for Pointed Ridge Homeowners Association, spending minimal time organizing meetings and allocating funds.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations38 states
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