Sarah Ann Dittner

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

• 06/2004 → Present
  D.A. Davidson & Co.
  Bozeman, MT

Other Businesses

1) MT WIND BOOKKEEPING; NON-INVESTMENT RELATED; LIVINGSTON, MT 59047; LLC; BOOKKEEPING SERVICE; MANAGING MEMBER; STARTING 4/1/2016; 20 HR/WEEK; NO TIME DURING SECURITIES TRADING HOURS; PART-TIME BOOKKEEPING. 2) L'BRI PURE n' NATURAL ; NON-INVESTMENT RELATED; 909 PERKINS DRIVE, MUKWONAGO, WI 53149; SKIN CARE PRODUCTS; INDEPENDENT SKIN CARE CONSULTANT; STARTING 4/8/2025; 1 HR/MONTH; NO TIME DURING SECURITIES TRADING HOURS; SALES OF SKIN CARE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30

Other Names

• Sarah Ann Copper
• Sarah Ann Dittner
• Sarah Ann Hostetler