Helena, MT West 14th Street Office

Alexa Bass is a financial advisor with D.A. Davidson & Co. in Helena, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, Bass is co-owner of a local Dairy Queen restaurant through StoneBridge Enterprises LLC and serves as a board member of the Montana Justice Foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory services under the Advisers Act fiduciary standard, combining qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and acting as a qualified custodian for select assets.

Daniel Trost is a CFP® professional with 18 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2008. He holds board positions with the Montana Teachers Retirement System and the Montana Board of Investments, both public entities involved in pension plan governance and investment oversight. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of advisory, planning, and private wealth management services.

Molly Mosness is a financial advisor at D.A. Davidson & Co. in Helena, MT, holding Series 63 and Series 65 licenses with 27 years of industry experience, including 23 years at her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Amy Smiedala is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 designation and has seven years of industry experience, including five years at Florence Crittenton prior to joining D.A. Davidson in 2018. She is also a Notary Public for the State of Montana. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Hillary Allen is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer, Bank of America, Merrill, Mass Mutual Investors Services, and MetLife Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Fred Krepps Jr. is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of his advisory work, he serves as treasurer for two local Helena non-profits, the Capital High Booster Club and Keystone Wellness. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jordan Stevick is a financial advisor at D.A. Davidson & Co. with 12 years at the firm and 7 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Stevick serves as a Notary Public for the State of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse 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, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Darcy Krengel is a Series 66 licensed advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2011, totaling 15 years at the firm and 13 years of industry experience overall. He serves as a board member of the Montana Youth Diabetes Alliance, participating on its finance committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program targeting clients with net worth above $20 million.

Alexandra Haas is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 credential and has one year of industry experience. Prior to joining D.A. Davidson, she worked at Northwestern Mutual and has a background that includes four years at Saint Mary's College/University of Notre Dame and over a decade in educational roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Shawn Holland is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, he serves as a member of the Carroll College Endowment Investment Committee, a nonprofit organization based in Helena, 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 a range of services under fiduciary standards, including ERISA retirement plan advisory, wealth management, and comprehensive financial planning.

Micah Fiske is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2024. Outside of his advisory role, he teaches a dance fitness class at Carroll College, where he has been involved since 2017. 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 ERISA retirement plan advisory services, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Rachel Stanich is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers 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 investment analysis.

Khamsin Bailey is a Series 66-credentialed financial advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2017. He has seven years of industry experience, including one year in project management prior to joining the firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Kyle Olson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Anderson Zurmuehlen and Kohanaiki. 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 advisory services under fiduciary standards and maintains capabilities in retirement plan advisory, comprehensive financial planning, and private wealth management.

Auriana Kent is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. and in roles outside the financial industry, including Panda Express and The Montana Club. 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, and offers a range of financial planning and wealth management programs under a fiduciary standard.