Great Falls, MT Third Street North Office

Sean Sturges is a CFP® with 20 years of industry experience and has been with D.A. Davidson & Co. since 2015. He serves on several nonprofit boards, including as board president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. Sean is based in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Burk Mc Daniel is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Goldman Sachs & Co. LLC, The Ayco Company, L.P./Mercer Allied, and New York Life. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing both non-discretionary and discretionary advisory services and comprehensive financial planning tools.

Lewis Card is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and was previously employed at Great Falls College MSU from 2014 to 2019. Card holds a Series 66 designation and has served as past president and a voting member of the board of directors for the Rotary Club of Great Falls. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment recommendations.

Daniel Baker is a Series 66-licensed advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, he worked for 30 years at Albertsons. He serves as a finance council member for Our Lady of Lourdes Parish, a nonprofit organization in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advice, comprehensive financial planning, and specialized services such as municipal advisory and private wealth management.

Bryce Widhalm is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Aflac, Northwestern Mutual, and Montana State University. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing comprehensive financial planning, retirement plan advisory, and a private wealth program for high-net-worth clients.

Kallie Tinsen is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding a Series 66 designation and 14 years of industry experience. She has worked with D.A. Davidson & Co. since 2014, with brief periods of inactivity between engagements. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Nicholas Storrusten is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a notary public in Great Falls, Montana, providing notary services to D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Amy Gehring is a Series 66 licensed financial advisor with 19 years of industry experience. She has been with D.A. Davidson Trust Company since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Tracy Eisenbarth is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Eric Gysler is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Mark Sporkia is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes 11 years at Charles Schwab before joining D.A. Davidson & Co. in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Jason Kiser is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2011. Prior to his advisory career, he was involved with Parker Players for 18 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jennifer Goss is a Series 66 registered advisor with D.A. Davidson & Co. in Great Falls, Montana, where she has worked since 2014. She has seven years of industry experience. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services ranging from retirement plan advice to comprehensive wealth management, with unique capabilities in municipal advising and affiliated custodial services.

Courtney Ellis is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She has been with D.A. Davidson since 2002 and holds Series 63 and Series 66 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in stated net worth.

John Huber Jr. is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, Huber serves as a trustee for the Animal Foundation of Great Falls/Maclean Animal Adoption Center, where he helps make policy decisions, assists with fundraising, and manages the center's brokerage account. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and private wealth management.