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Avery Grace Davidge

Advisor at STIFEL — Baxter, MN

Updated today

Credentials

Series 66

Experience

2 years

Location

Baxter, MN 56425

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Avery Davidge is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Davidge worked at CliftonLarsonAllen and has experience in education and community activities. Outside of his advisory role, he serves as an assistant high school dance coach for Independent School District No. 181. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Baxter, MN

14275 Golf Course Drive, Suite 100, Pob 2946

Baxter MN 56425

Advisors at this office

5

Most active in

Minnesota · Texas

Work history

2 years of industry experience

Stifel

2023 - Present • 3 years

Baxter, MN

CliftonLarsonAllen

2023 - 2023 • 1 year

Baxter, MN

CliftonLarsonAllen

2022 - 2023 • 1 year

Baxter, MN

CliftonLarsonAllen

2021 - 2021 • 1 year

Baxter, MN

University of St. Thomas

2017 - 2021 • 4 years

St. Paul, MN

Cragun's Legacy

2015 - 2019 • 4 years

Brainerd, MN

Just For kix

2013 - 2020 • 7 years

Baxter, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and operating his own advisory business, Brian Derosier and Associates, Inc., since 2003. Additionally, he serves as a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Retired Founder/Business Owner
user avatar

Julie D

Series 63, Series 66

Brainerd, MN

Money Concepts Capital Corp

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Rebecca J

Series 63

Brainerd, MN

Primerica Advisors

Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian S

Series 63, Series 65

Brainerd, MN

OSAIC

Brian Sedlachek is a financial advisor with OSAIC based in Brainerd, MN, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Sedlachek serves as president of Central Choice Insurance Group, Inc., where he is involved in fixed insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to multiple third-party investment solutions. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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