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Darin H
Verified by Warmer
Series 66, Series 7
Sandpoint, ID
D.A. Davidson & Co.
Darin Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2005. Outside of his advisory role, Hayes is involved in publishing and marketing several books through his business ventures and participates in local politics as a precinct committeeman for the Kootenai County Republican Central Committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, combining qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial services.
James Z
Series 66
Sandpoint, ID
D.A. Davidson & Co.
James Zuberbuhler is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has been with the firm since 2010. Outside of his advisory role, he serves as chair of the board of trustees for Forrest Bird Charter School and holds leadership and board positions in several local nonprofit organizations in Sandpoint, Idaho. 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 offers ERISA retirement plan advisory, comprehensive financial planning, equity research, and private wealth programs, operating under fiduciary standards with both qualitative and quantitative investment analysis.
Daniel H
Series 66
Sandpoint, ID
D.A. Davidson & Co.
Daniel Hanson is a financial advisor with D.A. Davidson & Co. in Sandpoint, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with D.A. Davidson since 2014. Outside of his advisory role, Hanson serves on multiple local nonprofit and municipal boards, including as Treasurer of the Bonner Community Housing Agency and Vice-Chairman of Friends of Stidwell. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, 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 and utilizing both qualitative and quantitative investment analysis.
Nancy H
CFP®, Series 66
Sandpoint, ID
D.A. Davidson & Co.
Nancy Hadley is a CFP® professional with 25 years of experience at D.A. Davidson & Co., where she has worked since 2001. She serves as finance chair for the Rocky Mountain Elk Foundation and is involved in local community activities including serving as president of the Culver’s Crossing Homeowner’s Association and as a member of the board of directors and treasurer for Hunt to Conserve, Inc. Additionally, she manages residential real estate development and a workforce housing project in Sandpoint, Idaho. 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 operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis and offers specialized wealth management and retirement plan services.
Candice N
Series 66
Sandpoint, ID
D.A. Davidson & Co.
Candice Nelson is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with specialized offerings such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.
Matthew M
Series 66
Sandpoint, ID
D.A. Davidson & Co.
Matthew Mire is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Mountain West Bank for 13 years. Mire is also the owner of a small investment-related business outside of his advisory work. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advice, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth.
Leo S
Series 66
Sandpoint, ID
D.A. Davidson & Co.
Leo Schmeltzer is a financial advisor at D.A. Davidson & Co. based in Sandpoint, ID, holding a Series 66 designation. He has three years of experience with D.A. Davidson & Co. and previously worked for eight years at Kodiak Aircraft Company. 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 a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and providing both discretionary and non-discretionary investment management options.
Cassandra R
Series 63, Series 65
Sandpoint, ID
D.A. Davidson & Co.
Cassandra Robinson is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo for six years before joining D.A. Davidson in 2021. Outside of her advisory role, she serves as board member and secretary of the Sandpoint Renaissance Association, a nonprofit organization. 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 offers a range of advisory services under fiduciary standards, featuring both qualitative and quantitative investment analysis, and distinguishes itself through municipal advisory and underwriting activities as well as specialized wealth planning programs.
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