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Steven E. Goehl

D.a. Davidson & Co.

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About Steven E. Goehl

Steven E. Goehl is a financial advisor who has been in the industry since December 13, 1999. Steven currently works at D.A. Davidson & Co. Steven is registered with FINRA, and has a Series 7, Series 50, Series 53, and Series 63 licenses. Steven is registered in 35 states, and has a total of 38 licenses. Steven specializes in the following areas: investment advisory services, retirement planning, and financial planning. Steven is a valuable resource for clients looking for financial guidance and advice.

Firm Information

Steven Goehl is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Steven Goehl’s Registration & Firm History

MO

01/01/2005 - Present

D.a. Davidson & Co. (KANSAS CITY MO)

NE

12/14/1999 - 01/01/2005

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 02/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 12/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven E. Goehl.
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