David Wigginton
Glacier Investment Management · Kalispell, Montana
David Wigginton is a fee-only financial advisor at Glacier Investment Management in Kalispell, Montana, who holds the CFA, CFP and CPA credentials. Glacier Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Glacier Investment Management |
|---|---|
| Based in | Kalispell, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.7M across 232 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in MT, TX · CRD 5091745 |
| Exams passed | Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | glacierinvestment.com |
| Profile |
How David's firm compares
- Glacier Investment Management's average account is about $197,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about David
Is David Wigginton a fee-only financial advisor?
Yes. David Wigginton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, Glacier Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Wigginton based?
David Wigginton is based in Kalispell, Montana.
What credentials does David Wigginton hold?
David Wigginton holds the CFA, CFP and CPA credentials.
Is David Wigginton registered with the SEC?
Yes. David Wigginton is registered as an investment adviser representative in MT and TX (CRD 5091745), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Glacier Investment Management manage?
Glacier Investment Management reports $45.7M across 232 accounts in assets under management.
How do I contact David Wigginton?
Through David's website, glacierinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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