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Michelle Dockter Cfp®,Apma, Chfc Email & Phone Number

Vice President, Financial Advisor, Assistant Branch Manager at D.A Davidson. MB Legacy Group at D.A. Davidson Companies
Location: Colorado Springs, Colorado, United States 4 work roles 1 school
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Current company
D.A. Davidson Companies
Role
Vice President, Financial Advisor, Assistant Branch Manager at D.A Davidson. MB Legacy Group
Location
Colorado Springs, Colorado, United States
Company size
976 employees

Who is Michelle Dockter Cfp®,Apma, Chfc? Overview

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Quick answer

Michelle Dockter Cfp®,Apma, Chfc is listed as Vice President, Financial Advisor, Assistant Branch Manager at D.A Davidson. MB Legacy Group at D.A. Davidson Companies, a company with 976 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Michelle Dockter Cfp®,Apma, Chfc.

Michelle Dockter Cfp®,Apma, Chfc previously worked as Vice President, Financial Advisor, Assistant Branch Manager at D.A. Davidson Companies and Financial Advisor CFP® at Ameriprise Financial Services, Llc. Michelle Dockter Cfp®,Apma, Chfc holds Bachelor Of Business Administration (B.B.A.), Marketing And Minor In Economics from University Of Colorado Colorado Springs.

Company email context

Email format at D.A. Davidson Companies

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D.A. Davidson Companies

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Profile bio

About Michelle Dockter Cfp®,Apma, Chfc

You are not just another face in the crowd.You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Current workplace

Michelle Dockter Cfp®,Apma, Chfc's current company

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D.A. Davidson Companies
D.A. Davidson Companies
Vice President, Financial Advisor, Assistant Branch Manager at D.A Davidson. MB Legacy Group
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
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4 roles

Michelle Dockter Cfp®,Apma, Chfc work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor, Assistant Branch Manager

Current
D.A. Davidson Companies

Colorado Springs, Colorado, United States

Sep 2021 - Present

Financial Advisor Cfp®

Ameriprise Financial Services, Llc

Colorado Springs

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Charitable Giving
Mar 2012 - Sep 2021

Investment Specialist

T. Rowe Price

Investment Specialist

Aug 2008 - Mar 2012

Jr. Advisor

H&R Block

Worked with advisors and clients to develop financial plans and asset allocations

Aug 2007 - Sep 2008
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

JW John Waite John Waite Colleague at D.A. Davidson Companies Grand Junction, Colorado, United States, United States View → MC Michael C Campos Michael C Campos Colleague at D.A. Davidson Companies Lexington, South Carolina, United States, United States View → LM Lynda Morin Lynda Morin Colleague at D.A. Davidson Companies Great Falls, Montana, United States, United States View → PA Priscilla Azure Priscilla Azure Colleague at D.A. Davidson Companies Great Falls, Montana, United States, United States View → RP Randy Peck, Cws® Randy Peck, Cws® Colleague at D.A. Davidson Companies Omaha, Nebraska, United States, United States View → RL Randy Leeper Randy Leeper Colleague at D.A. Davidson Companies Omaha, Nebraska, United States, United States View → JR Jeffrey Rohwer Jeffrey Rohwer Colleague at D.A. Davidson Companies Chico, California, United States, United States View → BA Brad Armstrong Brad Armstrong Colleague at D.A. Davidson Companies Charlottesville, Virginia, United States, United States View → KG Klindt Ginsberg Klindt Ginsberg Colleague at D.A. Davidson Companies Carlsbad, California, United States, United States View → GG Greg Green Greg Green Colleague at D.A. Davidson Companies Grand Junction, Colorado, United States, United States View →
1 education record

Michelle Dockter Cfp®,Apma, Chfc education

FAQ

Frequently asked questions about Michelle Dockter Cfp®,Apma, Chfc

Quick answers generated from the profile data available on this page.

What company does Michelle Dockter Cfp®,Apma, Chfc work for?

Michelle Dockter Cfp®,Apma, Chfc works for D.A. Davidson Companies.

What is Michelle Dockter Cfp®,Apma, Chfc's role at D.A. Davidson Companies?

Michelle Dockter Cfp®,Apma, Chfc is listed as Vice President, Financial Advisor, Assistant Branch Manager at D.A Davidson. MB Legacy Group at D.A. Davidson Companies.

Where is Michelle Dockter Cfp®,Apma, Chfc based?

Michelle Dockter Cfp®,Apma, Chfc is based in Colorado Springs, Colorado, United States while working with D.A. Davidson Companies.

What companies has Michelle Dockter Cfp®,Apma, Chfc worked for?

Michelle Dockter Cfp®,Apma, Chfc has worked for D.A. Davidson Companies, Ameriprise Financial Services, Llc, T. Rowe Price, and H&R Block.

Who are Michelle Dockter Cfp®,Apma, Chfc's colleagues at D.A. Davidson Companies?

Michelle Dockter Cfp®,Apma, Chfc's colleagues at D.A. Davidson Companies include John Waite, Michael C Campos, Lynda Morin, Priscilla Azure, and Randy Peck, Cws®.

How can I contact Michelle Dockter Cfp®,Apma, Chfc?

You can use AeroLeads to view verified contact signals for Michelle Dockter Cfp®,Apma, Chfc at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Michelle Dockter Cfp®,Apma, Chfc attend?

Michelle Dockter Cfp®,Apma, Chfc holds Bachelor Of Business Administration (B.B.A.), Marketing And Minor In Economics from University Of Colorado Colorado Springs.

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