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Eric D

CFP®, Series 63, Series 65

Baxter, MN

STIFEL

Eric Davidge is a CFP®-certified financial advisor with 34 years of industry experience, currently with Stifel since 2009. Based in Baxter, MN, he serves clients through one of the larger institutional firms in the industry. Outside of his advisory role, Davidge is involved in several community organizations, including board positions with the Brainard Sports Boosters and the Brainerd Amateur Sports Foundation, as well as serving as Treasurer for the Lord of Life Lutheran Church. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Avery D

Series 66

Baxter, MN

STIFEL

Avery Davidge is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Davidge worked at CliftonLarsonAllen and has experience in education and community activities. Outside of his advisory role, he serves as an assistant high school dance coach for Independent School District No. 181. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

General retirement planning Income planning
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Dana P

Series 66

Baxter, MN

STIFEL

Dana Pahkala is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel since 2009 and holds a Series 66 designation. Outside of his advisory role, he serves as a board member and officer of JDAP Holdings, LLC, a commercial rental property holding company. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Lora G

Series 63, Series 66

Baxter, MN

STIFEL

Lora Graumann is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 66 credentials. She has worked at Stifel since 2009. Outside of her advisory role, Graumann is actively involved in community organizations, serving in leadership positions with the Brainerd Sports Boosters and the Brainerd Lakes Area Community Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Kurt N

Series 63, Series 65

Baxter, MN

STIFEL

Kurt Nelson is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. His prior career includes long tenures at UBS Financial Services and Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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