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 credential 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’s PSA, chairs a local Boy Scouts committee, and works as a skincare consultant. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, comprehensive financial planning, and a Private Wealth program for clients with substantial net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.
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® professional with 11 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2014. Mayer also serves as Professional Development Co-Chair for the Society of Women Engineers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Christian Chasey is a CFP®-designated financial advisor with 21 years of industry experience. He has been with LPL Financial since 2019 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Maggie Lauer is a CFP® professional affiliated with LPL Financial, with three years of experience in the financial services industry. She has worked at several firms including Ur Wealth Ur Freedom and Tri Star Financial prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.
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