Aaron Mark Buckalew

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

• 08/2009 → Present
  D.A. Davidson & Co.
  Pocatello, ID

Other Businesses

1) Bengal Athletic Boosters; non-investment related; Pocatello, ID; Non-Profit Organization; Board Member; Starting 1/1/2018; 30 hr/yr; no time devoted to the activity during securities trading hours; Participate in board meetings, general public outreach, and solicit donations for student scholarships. 2) SOLITUDE ADVENTURES, LLC; NON-INVESTMENT RELATED; POCATELLO, ID; LLC MEMBER; START 4/12/24; 5 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I MANAGE THE AFFAIRS AND OPERATIONAL DECISIONS OF SOLITUDE ADVESTURES.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-30

Designations

• Certified Financial Planner