Advisor at Glacier Investment Management
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Firm
Glacier Investment Management
Location
Kalispell, MT 59901
Credentials
CFP®, CFA®, Series 63
Industry experience
17 years
David Wigginton is a CFP® and CFA® with 17 years of industry experience. He has been with Glacier Investment Management since 2017 and previously held roles at DISCERN Analytics and related entities from 2010 to 2017. Outside of his advisory work, he serves as a managing director at DISCERN Analytics, a data visualization and analytics firm. Glacier Investment Management is an independent registered investment adviser based in Kalispell, MT, providing integrated wealth management, financial and tax planning, estate and succession planning, and investment management to individuals, families, trusts, corporations, charitable organizations, and retirement plans. The firm emphasizes risk management, diversification, and low-cost implementation using proprietary models to align portfolios with clients’ financial plans, and it also offers group retirement plan advisory and pension consulting services.
Based on Glacier Investment Management
Based on Glacier Investment Management
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.40%
Account minimum: $500,000 Minimum fee: Minimum financial planning fee of $3,095 Fee-only: Financial planning fees charged upfront and annually, ranging with complexity; minimum $3,095 planning fee.
509 1 St Ave W
Kalispell, MT 59901
Montana · Texas
Glacier Investment Management
2017 - Present (9 years)
DISCERN Analytics
2016 - 2017 (1 year)
Discern Securities, Inc.
2011 - 2016 (5 years)
Discern Investment Analytics, Inc.
2010 - 2016 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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