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Monte Wayne Giese

D.A. DAVIDSON & CO.·GREAT FALLS, Montana
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8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 2272607Firm CRD# 199
01

About

Monte Wayne Giese is a registered financial advisor based in GREAT FALLS, Montana, affiliated with D.A. DAVIDSON & CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
D.A. DAVIDSON & CO.
D.A. DAVIDSON & CO.
AUM
$36.2B
Regulatory assets under management
Employees
650
Total firm employees
View all advisors at D.A. DAVIDSON & CO. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2272607
Firm CRD# 199
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Monte Wayne Giese offer?
Monte Wayne Giese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREAT FALLS, Montana for a consultation.
What are Monte Wayne Giese's credentials?
Monte Wayne Giese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte Wayne Giese located?
Monte Wayne Giese is based in GREAT FALLS, Montana, working with D.A. DAVIDSON & CO.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does Monte Wayne Giese charge for services?
Monte Wayne Giese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.A. DAVIDSON & CO.?
D.A. DAVIDSON & CO. has approximately 650 employees and manages $36.2B 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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