DL
DL

David Liegakos

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
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Location

213 1st Street West, Ste 2, Polson, MT, 59860

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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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Other Business Activities

David is the Vice President of Mission Mountain Country Club HOA, a member of Arrowhead Assets and Hometown Properties (both involved in buying/selling rental properties), and the owner/business consultant for Horizon Business Solutions, LLC. These activities take minimal time each week.

Employment History
Current Registrations
Xypn Invest
November 2025 - Present · 3 mos
Intrepid Financial Services LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Advisers LLC
May 2024 - August 2024 · 3 mos
Cetera Advisor Networks LLCBroker
March 2024 - August 2024 · 5 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.
David Liegakos - Financial Advisor | TrueAdvisor