Michelle Dockter
Michelle Dockter is a CFP, ChFC-designated registered investment advisor at D.A. Davidson & CO., based in Colorado Springs, CO, with 18 years of industry experience. Michelle 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
121 S Tejon St, Suite 1109, Colorado Springs, CO, 80903
Get directionsHistory
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
Michelle serves as the Treasurer for the Financial Planning Association and participates on its board of directors, dedicating minimal time. She also engages in fiduciary activities, such as acting as an attorney-in-fact or trustee.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
D.A. Davidson & CO.Broker
State Registrations47 states
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.