Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
33yrs
Michael Augustine
Full name on record: Michael Sullivan Augustine
Financial advisor at D.A. Davidson & Co.
Michael Augustine is a fiduciary financial advisor in Bozeman, Montana, with 33 years in the industry. Michael joined D.A. Davidson & Co. in 2016, after six years at Stifel, Nicolaus & Company and three years at UBS Financial Services. D.A. Davidson & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 237 advisors with offices in Bozeman, and one of 222 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Bozeman
Office1101 E Main St, Suite 301, Bozeman, MT 59715
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?2 states
Services through D.A. Davidson & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowD.A. Davidson & Co.Current firm
- 2009 – 2016Stifel, Nicolaus & Company, IncorporatedPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
- 2000 – 2006Piper Sandler & Co.Previously
Contact Michael
1101 E Main St, Suite 301Bozeman, MT 59715Office · Get directions Firm main line(406) 727-4200Headquarters: D.A. Davidson & Co. · Great Falls, MT Facebook pageD.A. Davidson & Co.
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Michael Augustine. Michael works from the Bozeman, MT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top 11% by experience in Bozeman.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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