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Heather Elizabeth Kubas

Davidson Investment Advisors, Inc.

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About Heather Elizabeth Kubas

Heather Elizabeth Kubas is a registered investment advisor representative with Davidson Investment Advisors, Inc. Heather has been with Davidson Investment Advisors since January 2012. Previously, Heather worked at CRAIG-HALLUM CAPITAL GROUP LLC in Minneapolis, Minnesota from November 2002 to December 2006. Heather has passed the Series 7, Series 63, and Series 87 exams. Heather is a Chartered Financial Analyst. Davidson Investment Advisors is a registered investment advisor firm that provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's headquarters are located in Great Falls, Montana.

Firm Information

Heather Kubas is currently registered with Davidson Investment Advisors, Inc.. Davidson Investment Advisors, Inc. is a registered investment advisor headquartered in GREAT FALLS, MT. With over $4.8 billion in regulatory assets under management, the firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse range of clients, including individuals, corporations, charitable organizations, investment companies, and pension and profit sharing plans.
Davidson Investment Advisors, Inc.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401-3104

$4.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Kubas’s Registration & Firm History

MT

04/09/2014 - Present

Davidson Investment Advisors, Inc. (GREAT FALLS MT)

MN

11/14/2002 - 12/31/2006

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Elizabeth Kubas.
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