Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Sugar Loaf, CA
D.A. Davidson & Co.
Enterprise
Melissa Dehaan is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer on the board of directors for Big Bear High School PSA and chairs the Boy Scouts of America Troop 49 and Cub Scout Pack 49 committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth management for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.
Based on D.A. Davidson & Co.
Based on D.A. Davidson & Co.
Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.
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.
Sugar Loaf, CA
Sugar Loaf CA
Advisors at this office
1
California
12 years of industry experience
D.A. Davidson & Co
2013 - Present • 13 years
Sugar Loaf, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 66
Big Bear Lakes, CA
Guardian Life
Nichole Mayer is a CFP®-certified financial advisor with 11 years of industry experience, currently with Guardian Life. She has held roles at Guardian Life and Park Avenue Securities since 2014. Mayer serves as Professional Development Co-Chair for the Society of Women Engineers. She is part of Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporations, and charitable organizations. The firm offers tailored financial planning and investment management through a combination of discretionary and model-based strategies supported by proprietary and third-party platforms.
Series 66
Big Bear City, CA
LPL Financial
Garrett Johnsen is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2020 and previously worked at Pechanga Resort & Casino from 2018 to 2020. Garrett’s industry experience includes six years in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological tools.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Christian Chasey is a CFP® professional with 21 years of industry experience, currently serving as an advisor at LPL Financial since 2019. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, and Ameriprise. He holds a Series 66 license and is based in Big Bear Lake, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, utilizing both model portfolios and customized strategies.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Maggie Lauer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Financial with three years of industry experience. Her prior roles include positions at Ur Wealth Ur Freedom and Tri Star Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.
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