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 63, Series 66
Experience Industry experience
13 years
Location
Creston, NE
D.A. Davidson & Co.
Enterprise
Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. She has been with D.A. Davidson since 2016 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she serves as a committee member for the Creston Women's Club, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as the Davidson Private Wealth program 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.
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 63, Series 66
Clarkson, NE
Empower Advisory Group
Bradley Bunner is an advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, serving a large participant base with a high client-to-advisor workload.
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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