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Maxwell Hayden Lundgren

Davidson Investment Advisors, Inc.

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About Maxwell Hayden Lundgren

Maxwell Hayden Lundgren is an Investment Advisor Representative at Davidson Investment Advisors, Inc. Maxwell is registered with the state of Montana and holds the Series 65 Uniform Investment Adviser Law Examination license. Maxwell has a history of experience in the financial services industry, having previously worked at Easter-Seals Goodwill of the Northern Rocky Mountains, Schnee's, and Davidson Investment Advisors, Inc. Maxwell specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Maxwell Lundgren 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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Maxwell Lundgren’s Registration & Firm History

MT

09/13/2023 - Present

Davidson Investment Advisors, Inc. (Bozeman MT)

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Licenses & Designations

IA

Issued 09/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maxwell Hayden Lundgren.
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