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Tracy Marie Eisenbarth

D.A. Davidson & Co.

Great Falls, MT

Great Falls, MT

CRD 5156610

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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:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2007-01-03
  • MT RA
    APPROVED
    Since 2007-01-03

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES

Great Falls, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Great Falls MT 05/2006 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-14
  • S66 Uniform Combined State Law Examination
    2006-11-14
Other Names
  • Tracy Marie Kangas

View on SEC IAPD

Nearby Firms

DAVIDSON INVESTMENT ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Nearby Investors

LOUIS GINO DILELLO
JEFFREY JOHN KOTSMITH
COURTNEY ELLIS

Nearby Offices

DAVIDSON INVESTMENT ADVISORS, INC. · GREAT FALLS, MT
COMMONWEALTH FINANCIAL NETWORK · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT

More in Great Falls, MT

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