Kassie Lee Longfellow

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

• 01/2014 → Present
  D.A. Davidson & Co.
  Great Falls, MT

Previous Registrations

• 2011-01-06 → 2013-07-31
  D.A. Davidson & Co.
  Great Falls, MT

Other Businesses

1) NOTARY PUBLIC FOR STATE OF MONTANA; NON-INVESTMENT RELATED; 8 THIRD ST N., GREAT FALLS, MT 59401; NOTARY; STARTING 6/5/14; 10 HR/DAY AND DURING MARKET TRADING HOURS; PROVIDE NOTARY SERVICES. 2) BENEFIS FOUNDATION; NON-INVESTMENT RELATED; GREAT FALLS, MT; HOSPITAL FOUNDATION; BOARD MEMBER; STARTING 6/15/2021; 5 HR/MO; NO TIME DURING TRADING HOURS; ATTEND MEETINGS, HELP RAISE FUNDS HOST EVENTS. 3) DISCOVERY CANYON, LLC; INVESTMENT RELATED; GREAT FALLS, MT; PARTIAL OWNER; START 10/20/22; 10 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HELP WITH MAINTENANCE AND RENTERS. 4) GREAT FALLS AMATEUR HOCKEY ASSOCIATION; NON-INVESTMENT RELATED; GREAT FALLS, MT; NON-PROFIT; TREASURER; START 6/17/26; 10 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2010-10-08

Designations

• Certified Financial Planner

Other Names

• Kassie Lee Holmlund