MM
CFP
MM
CFP

Michael Martin

12 Years of Experience
Great Falls, MT

Michael Martin is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 12 years of industry experience. Michael 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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Employment History
Current Registrations
D.A. Davidson & CO.
February 2026 - Present · 2 mos
Basecamp Wealth Advisors, LLC
April 2025 - Present · 1 yr
Previous Registrations
The Clarius Group, LLC
January 2021 - March 2025 · 4 yrs 2 mos
Pathstone
October 2020 - January 2021 · 3 mos
Cornerstone Advisors INC
December 2017 - September 2020 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - May 2016 · 6 mos
Stifel, Nicolaus & Company, Incorporated
April 2013 - October 2015 · 2 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2013 - October 2015 · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2013 - April 2013 · 3 mos
Wells Fargo Advisors Financial Network, LLC
January 2013 - April 2013 · 3 mos
Morgan Stanley Smith Barney LLC
July 2011 - February 2012 · 7 mos
Morgan Stanley Smith BarneyBroker
July 2011 - February 2012 · 7 mos
AXA Advisors, LLC
August 2010 - May 2011 · 9 mos
AXA Advisors, LLCBroker
June 2010 - May 2011 · 11 mos
State Registrations1 state
WA
Advisor

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.