Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
2yrs
Eric Schneider
Financial advisor at D.A. Davidson & Co.
Eric Schneider has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Bozeman, Montana. Eric has been with D.A. Davidson & Co. since 2026; before that, Eric spent a year at Ausdal Financial Partners. 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
Experience2 years (since 2025)
How that compares ?2 years in the industry
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 ?1 state
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
- Aug 2026 – nowD.A. Davidson & Co.Current firm
- Apr 2025 – Aug 2026Ausdal Financial Partners, Inc.Previously
Contact Eric
(406) 727-4200Firm headquarters in Great Falls, MT. Ask for Eric. 1101 E Main St, Suite 301Bozeman, MT 59715Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eric
How do I contact Eric?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Eric Schneider. Eric works from the Bozeman, MT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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