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Heather Elizabeth Kubas

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana
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8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 4595889Firm CRD# 110552
01

About

Heather Elizabeth Kubas 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.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
AUM
$4.8B
Regulatory assets under management
Employees
31
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4595889
Firm CRD# 110552
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heather Elizabeth Kubas offer?
Heather Elizabeth Kubas specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.
What are Heather Elizabeth Kubas's credentials?
Heather Elizabeth Kubas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Elizabeth Kubas located?
Heather Elizabeth Kubas 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 Heather Elizabeth Kubas charge for services?
Heather Elizabeth Kubas'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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Other advisors in GREAT FALLS
Samuel Charles Doyle — D.A. DAVIDSON & CO.Jared C Mccubbin — D.A. DAVIDSON & CO.Robert Eugene Brady — DAVIDSON INVESTMENT ADVISORS, INC.Rory Adam Mckinney — D.A. DAVIDSON & CO.Brock Loen — DAVIDSON INVESTMENT ADVISORS, INC.
Nearby cities in Montana
BILLINGS (43)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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