Bryn Gregory Hagfors

D.A. Davidson & CO.

7 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

D.A. Davidson & CO.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

672 advisors

Number of Clients

66,488 clients

Average Client Portfolio

$544K average

Assets Under Management

$36.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

8 Third Street North, Great Falls, MT, 59401-3104

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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.

Other Business Activities

Bryn is a co-owner of Berner Fitness, LLC, a fitness studio, since September 2024. This non-investment related activity takes a few hours per week.

Employment History

Current Registrations

D.A. Davidson & CO.Broker

December 2020 - Present · 5 yrs 2 mos

Davidson Investment Advisors, INC.

November 2018 - Present · 7 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.