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Heidi Zajic Eckland

Advisor at D.A. DAVIDSON & Co. — Sheridan, WY

Updated today

Credentials

Series 66

Experience

15 years

Location

Sheridan, WY 82801

D.A. DAVIDSON & Co. logo

D.A. DAVIDSON & Co.

Enterprise

Total advisors

693

Across 164 offices

Clients per advisor

98 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

Heidi Zajic Eckland is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, First Interstate Bank, and Edward Jones. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Client services

Based on D.A. DAVIDSON & Co.

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

Expertise

Based on D.A. DAVIDSON & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. DAVIDSON & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. DAVIDSON & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Sheridan, WY

2 North Main Street, Suite 102

Sheridan WY 82801

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

15 years of industry experience

D.A. Davidson & Co.

2022 - Present • 4 years

Sheridan, WY

LPL Financial

2019 - 2022 • 3 years

Sheridan, WY

First Interstate Bank

2019 - 2022 • 3 years

Sheridan, WY

Edward Jones

2011 - 2019 • 8 years

St Louis, MO

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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Vikash M

CFA®

Sheridan, WY

Nemo Capital

Vikash Mathura is a CFA® charterholder and the sole advisor at Nemo Capital with five years of industry experience. He previously worked at TIM Partners KK from 2016 to 2019 and has been with Tyton Wealth since 2019. In addition to his advisory role, Mathura consults on cryptocurrencies through his company, Tsuru Capital LLC, based in Tokyo, Japan. Nemo Capital provides ongoing portfolio management primarily to individual and high-net-worth clients, employing a global macro investment approach that includes a broad range of instruments such as non-U.S. securities, commodities, and options. The firm operates as a solo independent advisor with a small client base and offers customized investment policies and quarterly reporting.

Options & derivatives strategies Real estate investing Passive / index investing
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Alissa S

CFP®, Series 63, Series 66

Sheridan, WY

Pride of the West Financial, LLC

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Kristin H

Series 65

Sheridan, WY

Cypress Capital Management, LLC

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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Cristine C

Series 63, Series 65

Sheridan, WY

SAGE 360 Advisors LLC

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Active portfolio management Options & derivatives strategies Real estate investing
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Matthew E

Series 66

Sheridan, WY

Cypress Capital Management, LLC

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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James S

CFP®, CFA®, Series 65

Sheridan, WY

Elevate Wealth Management

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.

Private / alternative investments ESG / Sustainable investing Real estate investing Founder/Business Owner Retired Values-based investing
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