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Theresa W

Series 63, Series 66

Creston, NE

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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