Michael Troyer, financial advisor Highlands Ranch CO

Michael Troyer

CRD Number: 5783685
Current Firm: D.a. Davidson & Company

Michael Troyer (CRD# 5783685) is an Investment Advisor Representative working at D.a. Davidson & Company in Highlands Ranch, CO and has over 13 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
D.a. Davidson & Company Grand Junction, CO Jan 2023 - Current 1
Touring Professional Golfer, Mike Troyer Golf Highlands Ranch, CO Sep 1995 - Current 28
Lpl Financial LLC Greenwood Village, CO Nov 2021 - Jan 2023 1
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jun 2021 - Nov 2021 < 1
World Financial Group, Inc. Greenwood Village, CO May 2021 - Nov 2021 < 1
Bank Of America, N.a. Ladue, MO Jun 2017 - Jan 2020 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ladue, MO May 2017 - Jan 2020 2
Merrill Lynch/bank Of America Greenwood Village, CO Apr 2017 - Jan 2020 2
Fisher Investments Camas, WA Nov 2015 - Mar 2017 1
Fisher Investments Lake St. Louis, MO Nov 2015 - Feb 2017 1
Curian Capital, LLC Denver, CO Mar 2014 - Sep 2015 1
Curian Capital/jackson National Denver, CO Nov 2011 - Sep 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Michael M. Troyer
Phone Number: 406-727-4200
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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