Daniel Trost is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Helena, MT, with 17 years of industry experience. Daniel 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
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a board member for the Montana Teachers Retirement System and the Montana Board of Investments. He also owns rental properties, dedicating about 10-20% of his time to managing them.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations38 states
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