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Jeremy N

Series 66

Lewiston, ID

D.A. Davidson & Co.

Jeremy Nesset is a financial advisor with D.A. Davidson & Co. in Lewiston, ID. He holds a Series 66 designation and has 20 years of industry experience, all with D.A. Davidson & Co. Since 2012, he has served as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

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

Series 66

Lewiston, ID

D.A. Davidson & Co.

Bradley Rice is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse 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, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

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

Series 66

Lewiston, ID

D.A. Davidson & Co.

Tracy Keller is a financial advisor with D.A. Davidson & Co. in Lewiston, ID, holding the Series 66 designation and 11 years of experience with the firm. Outside of advisory work, Keller engages as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, delivering both qualitative and quantitative investment analysis under fiduciary standards.

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

Series 66

Lewiston, ID

D.A. Davidson & Co.

Dustin Zager is a financial advisor with D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation and 18 years of industry experience. He has been with D.A. Davidson & Co. for 10 years since 2016. 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 operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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

Series 66

Lewiston, ID

D.A. Davidson & Co.

Riley Powe is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 12 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing both non-discretionary and discretionary investment management services.

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