DG
DG

Darren Goehner

21 Years of Experience
Wenatchee, WA
Broker

Darren Goehner is a registered investment advisor at D.A. Davidson & CO., based in Wenatchee, WA, with 21 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
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.

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Location

151 South Worthen Street, Suite 201, Wenatchee, WA, 98801

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Darren is the secretary for NCW Community Toy Drive, a non-profit organization, since 2021. He spends minimal time on this activity, including some time during securities trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
November 2009 - Present · 16 yrs 6 mos
D.A. Davidson & CO.Broker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.
January 2005 - June 2009 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
State Registrations17 states
ARAZCAFLIDILMIMTNHNMNVOHORSCTXVAWA
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.
Darren Goehner - Financial Advisor | TrueAdvisor