Dale Haarr is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 30 years of industry experience. Dale 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
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is an investment partner in Snowy MTN Investors (real estate development), Airport Car Condos, LLC (real estate development), and Tour Funding Investors, LLP (funding tour expenses for prospective PGA professionals), dedicating minimal time to each. Dale also owns a condominium complex and acts as a bookkeeper for Great Falls Car Condo Association, spending minimal time on the latter.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations21 states
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