SS
CFP
SS
CFP

Sean Sturges

20 Years of Experience
Great Falls, MT
Broker

Sean Sturges is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 20 years of industry experience. Sean 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

8 Third Street North, Great Falls, MT, 59401

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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

Sean is involved in several outside business activities, including board positions at multiple non-profit organizations and partial ownership of Discovery Canyon, LLC. He dedicates a few hours per week to each activity, with some time overlapping with securities trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
July 2005 - Present · 20 yrs 10 mos
D.A. Davidson & CO.Broker
July 2005 - Present · 20 yrs 10 mos
State Registrations43 states
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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.
Sean Sturges - Financial Advisor | TrueAdvisor