Darren Schuldheiss is a registered investment advisor at D.A. Davidson & CO., based in Boise, ID, with 18 years of industry experience. Darren 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
101 South Capitol Boulevard, Suite 1800, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Darren is a board member for the Idaho Shakespeare Festival and the St. Alphonsus Foundation, both non-profit organizations. He dedicates minimal time to each role, focusing on general board duties and advising on the hospital foundation's strategies.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Key Investment Services LLCBroker
Bellatore Securities, INC.Broker
Bellatore Financial, INC.
Genworth Financial Wealth Management, INC.
Capital Brokerage CorporationBroker
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
Genworth Financial Asset Management, INC
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations43 states
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