RM
CFP
RM
CFP
Ryan Meeks is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 13 years of industry experience. Ryan 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
1101 E Main St, Suite 301, Bozeman, MT, 59715
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2019Closed-No Action
Employment History
Current Registrations
D.A. Davidson & CO.
January 2013 - Present · 13 yrs 6 mos
D.A. Davidson & CO.Broker
December 2012 - Present · 13 yrs 7 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.