Unclaimed Profile

Monte Wayne Giese

D.A. DAVIDSON & CO.·GREAT FALLS, Montana

SIE, Series 7, Series 24, Series 63, Series 79TOClean recordD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 2272607Firm CRD# 199

Profile Verification

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

Identity

Monte Wayne Giese · GREAT FALLS, MT

Registration

CRD #2272607 · D.A. DAVIDSON & CO.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.A. DAVIDSON & CO.

CRD 199 · SEC 801-45761

AUM

$36.2B

Regulatory assets under management

Employees

650

86,818 client accounts

Services offered by D.A. DAVIDSON & CO.

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at D.A. DAVIDSON & CO. →

Introduction

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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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