Morgan Owen is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 18 years of industry experience. Morgan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
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
Morgan is the President of The Bridger Bowl Foundation, dedicating minimal time to holding meetings and managing investment accounts. Morgan is also the manager of OWEN FAMILY CABIN, LLC, but devotes no time to it.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Lazard Asset Management Securities LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations45 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.
Exams
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