Curtis Lineweaver is a registered investment advisor at D.A. Davidson & CO., based in Havre, MT, with 9 years of industry experience. Curtis 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
125 Third Ave., Havre, MT, 59501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is the owner of Lineweaver Land, LLP, a partnership with his spouse to manage rental and purchase of agricultural land, dedicating about a quarter of his time. He also serves as a notary public, a committee member for Bear Paw Development Corporation, and vice-president of Havre Youth Hockey Association, spending minimal time on each.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations31 states
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