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Eric S

Series 63, Series 65

Port Angeles, WA

D.A. Davidson & Co.

Eric Schaefermeyer is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Schaefermeyer serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit organization supporting local high school athletics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, 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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Sean S

Series 66

Port Angeles, WA

D.A. Davidson & Co.

Sean Simmons is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at Moss Adams LLP for three years. Simmons serves as a board member and chairs the vocational committee of the Nor'Wester Rotary Club of Port Angeles, where he is a past president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from retirement plan advisory and equity research to 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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Jodi K

Series 66

Port Angeles, WA

D.A. Davidson & Co.

Jodi Kortman is a financial advisor with D.A. Davidson & Co. based in Port Angeles, Washington. She holds a Series 66 designation and has 26 years of industry experience, including 18 years with her current firm. Kortman is also a commissioned notary public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing 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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Nicholas A

Series 66

Port Angeles, WA

D.A. Davidson & Co.

Nicholas Anderson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has held roles at the University of Washington, Anthony's Homeport, Cascadia College, Nielsen Brothers Flooring, and Juanita High School. 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 comprehensive financial planning, 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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Jazmin S

Series 66

Port Angeles, WA

D.A. Davidson & Co.

Jazmin Salgado Obeso is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and six years of experience. Prior to joining D.A. Davidson, she worked at PetStop, Haggen, and Dollar Tree. 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, comprehensive financial planning, equity research, 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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Kurt A

Series 63, Series 65

Port Angeles, WA

D.A. Davidson & Co.

Kurt Anderson is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 18 years with his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, 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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