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Credentials
Series 63, Series 66
Experience Industry experience
13 years
Location
Creston, NE
D.A. DAVIDSON & Co.
Enterprise
Theresa Wiemer is a financial advisor with D.A. Davidson & Co. in Creston, NE, holding Series 63 and Series 66 designations and with 13 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves as a committee member of the Creston Women's Club, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, financial planning, and specialized wealth management for high-net-worth clients.
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.
Creston, NE
Creston NE
Advisors at this office
1
Nebraska · Texas
13 years of industry experience
D.A. DAVIDSON & Co.
2016 - Present • 10 years
Lincoln, NE
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.
Series 66, Series 63
Clarkson, NE
Empower Advisory Group
Bradley Bunner is a financial advisor with Empower Advisory Group in Clarkson, NE, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and related entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by sponsors.
Series 63, Series 65
Leigh, NE
OSAIC
Megan Voelker is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of her advisory role, Megan is involved in several non-investment activities, including serving on the board of The Good Life Stock Dog Series, co-owning a stockdog photography business, and breeding and training working Border Collies through her own enterprise. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios and supports both discretionary and non-discretionary account management.
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