Karman Klundt is a registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 20 years of industry experience. Karman 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
1101 E Main St, Suite 301, Bozeman, MT, 59715
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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
Karman participates in mock juries for 7th Amendment Productions, providing liability opinions on medical/mental health providers and receiving compensation. Karman also volunteers as a test subject for Nelson Laboratories Bozeman, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations1 state
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