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Grant Knowlton

D.A. Davidson & Co.

Kansas City, MO

Denver, CO

Leawood, KS

CRD 5190681

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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
MO RA APPROVED 2019-09-25
  • MO RA
    APPROVED
    Since 2019-09-25

Branch Locations

800 W. 47Th St. Suite 512, Kansas City, MO 64112 • United States

1550 Market Street Suite 300, Denver, CO 80202 • United States

Leawood, KS • 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
George K. Baum & Company Kansas City MO 07/2014 09/2019
D.A. Davidson & Co. Kansas City MO 09/2019 Present
  • 07/2014 → 09/2019
    George K. Baum & Company
    Kansas City, MO
  • 09/2019 → Present
    D.A. Davidson & Co.
    Kansas City, MO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-26
  • S63 Uniform Securities Agent State Law Examination
    2007-11-26
Designations
  • Chartered Financial Analyst
Other Names
  • Grant Fitzgerald Knowlton

View on SEC IAPD

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