Chad Lippert is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 28 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Chad is the President of Lippert Farms, LLC, dedicating minimal time to managing the farming operation. He is also the Head Varsity Football Coach for Broadview School District, spending about full-time hours per week on this from August to October.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations32 states
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
More Advisors
- Patrick Oleary, CFPD.A. Davidson & CO.
- Anthony GeorgeD.A. Davidson & CO.
- Marci FunkD.A. Davidson & CO.
- Kyle Geffre, CFPInvestment Management Group
- John Vondra, CFPEdward Jones
- Michael Vicars, CFPU.S. Bancorp Advisors, LLC