Advisor at D.A. DAVIDSON & Co.
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Location
Creston, NE
Credentials
Series 63, Series 66
Industry experience
12 years
Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Smith Hayes Financial Services Corporation for 14 years before joining D.A. Davidson & Co. in 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, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing 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
Nebraska · Texas
D.A. Davidson & Co.
2016 - Present (10 years)
Smith Hayes Financial Services Corporation
2002 - 2016 (14 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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