Timothy John Schnee

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → Present
  D.A. Davidson & Co.
  Kalispell, MT

Other Businesses

1) Swank Development Company LLC; investment related; 750 W. Reserve Dr., Kalispell, MT 59901; Commercial Property; Partner; Starting 10/1/2019; no time devoted to the business; receive income from the business. 2) 5-H Cattle Co; non-investment related; Kalispell, MT; Family Corporation; Treasurer; Starting 7/12/2021; 1 hr/year; no time devoted to the activity during securities trading hours; Treasurer of corporation only; no pay or authorization to trade investment accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-05
• S63 Uniform Securities Agent State Law Examination
  1992-04-20

Other Names

• Tim Schnee