Kirklen Meyer

22 Years of Experience

Great Falls, MT

1 DisclosureBroker

Kirklen Meyer is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 22 years of industry experience. Kirklen 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.

D.A. Davidson & CO.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

686 advisors

IM Fee

Planning only

Assets Under Management

$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

8 Third Street North, Great Falls, MT, 59401

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

January 2004

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Kirklen is a partner in Motifs for the Home LLC, a home decor and boutique business, but devotes no time to its operation. Kirklen is also a co-owner of Eddy Out Dude, LLC, a recreational property, but spends no time on it during securities trading hours.

Employment History

Current Registrations

D.A. Davidson & CO.

November 2007 - Present · 18 yrs 6 mos

D.A. Davidson & CO.Broker

October 2005 - Present · 20 yrs 7 mos

Previous Registrations

U.S. Bancorp Investments, INC.Broker

January 2003 - April 2005 · 2 yrs 3 mos

D.A. Davidson & CO.Broker

October 2002 - January 2003 · 3 mos

State Registrations31 states

ALARAZCACOFLGAHIIDILINKSMAMEMIMNMOMTNCNDNENMNVOHORSDTXVAWAWIWY

AdvisorBrokerBoth

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

No exam information available for this advisor.

More financial advisors in Great Falls, MT →All financial advisors in Montana →