Unclaimed Profile

Brock Loen

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

Clean recordDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 2080642Firm CRD# 110552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brock Loen · GREAT FALLS, MT

Registration

CRD #2080642 · DAVIDSON INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brock Loen is a registered financial advisor based in GREAT FALLS, Montana, affiliated with DAVIDSON INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DAVIDSON INVESTMENT ADVISORS, INC.

AUM

$4.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2080642

Firm CRD# 110552

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brock Loen offer?

Brock Loen specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.

What are Brock Loen's credentials?

Brock Loen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brock Loen located?

Brock Loen is based in GREAT FALLS, Montana, working with DAVIDSON INVESTMENT ADVISORS, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.

How does Brock Loen charge for services?

Brock Loen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIDSON INVESTMENT ADVISORS, INC.?

DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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