Principal Securities
43yrs
Top advisor by experience in Great Falls
6yrs
Based in Great Falls, Montana, Bryce Widhalm is a fiduciary financial advisor with 6 years of industry experience. Bryce joined D.A. Davidson & Co. in 2023, a firm offering financial planning, investment management, and retirement plan consulting. D.A. Davidson & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 114 advisors with offices in Great Falls, and one of 107 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office8 Third Street North, Great Falls, MT 59401
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowD.A. Davidson & Co.Current firm
Contact Bryce
(406) 727-4200D.A. Davidson & Co. main office 8 Third Street NorthGreat Falls, MT 59401Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- 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 Bryce
How do I contact Bryce?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Bryce Widhalm. Bryce works from the Great Falls, MT office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryce 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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