Maxwell Hayden Lundgren
Investment adviser representative at Davidson Investment Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$5.2BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Davidson Investment Advisors, Inc.Jul 2022 to now
- Schnee'sMar 2021 to Feb 2022
- Easter-seals Goodwill of the Northern Rocky MountainsAug 2018 to May 2019
- Full Time StudentMar 2013 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
Davidson Investment Advisors, Inc.
$5.2BAssets managed
4,407Clients
17Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7592218
- Firm CRD
- 110552