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Theresa W

Series 63, Series 66

Creston, NE

D.A. DAVIDSON & Co.

Theresa Wiemer is a financial advisor with D.A. Davidson & Co. in Creston, NE, holding Series 63 and Series 66 designations and with 13 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves as a committee member of the Creston Women's Club, 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 services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and specialized wealth management 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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Bradley B

Series 66, Series 63

Clarkson, NE

Empower Advisory Group

Bradley Bunner is a financial advisor with Empower Advisory Group in Clarkson, NE, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and related entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Megan V

Series 63, Series 65

Leigh, NE

OSAIC

Megan Voelker is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of her advisory role, Megan is involved in several non-investment activities, including serving on the board of The Good Life Stock Dog Series, co-owning a stockdog photography business, and breeding and training working Border Collies through her own enterprise. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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