Wesley Golie is a registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 21 years of industry experience. Wesley 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
283 W. Front Street, Suite 101, Missoula, MT, 59807
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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
Wesley is the secretary for the Missoula Country Club Men's Association, a non-profit organization, and spends minimal time on this activity. He attends board meetings and helps run the men's league.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
Oppenheimerfunds Distributor, INC.Broker
National Planning CorporationBroker
State Registrations21 states
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