Fred Krepps is a registered investment advisor at D.A. Davidson & CO., based in Helena, MT, with 25 years of industry experience. Fred 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
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Employment Separation After Allegations
October 2013Other Business Activities
Fred is the treasurer for the Capital High Booster Club, a non-profit organization, since 2019. He spends a few hours per week tracking the organization's finances and reporting to the board.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
D.A. Davidson & CO.Broker
State Registrations22 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
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