Coeur D'Alene, ID N Lakewood Drive Office

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.

Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army from 2016 to 2023 and a brief period at Golden Rule Construction. Outside of his advisory work, he is the vice president of Chapter 43 of the Special Forces Association, a nonprofit organization, where he helps manage operations and organize events. 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, and specialized wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in their investment recommendations.

Jennifer Johnson is a Series 66-licensed financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is a notary for her firm and participates as a Stampin’ Up demonstrator for personal use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, while adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Joel Bowlby is a Series 66-licensed advisor with D.A. Davidson & Co., based in Coeur D'Alene, ID, with 19 years of industry experience. He has been with D.A. Davidson & Co. for 17 years. Outside of his advisory role, Bowlby serves as President of the Board of Directors for Summit Christian Academy. 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 and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include tenures at Charles Schwab & Co., Inc. and Packard Wheeler Succession. 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 emphasizes fiduciary standards and utilizes both qualitative and quantitative analyses to recommend and monitor investments.

Natosha Duboise is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 credential and nine years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory role, she serves as a Notary Public for the State of Idaho. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and specialized programs such as its Davidson Private Wealth program for high-net-worth individuals.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for MB Builders & Development, LLC for seven years. 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.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative investment analyses.