Lincoln, NE Canopy Street Office

Dana Leetch is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation and nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as a junior varsity softball coach at Lincoln Southeast High School. 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 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.

Jeffrey Semrad is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. He serves on the board of directors for The Pegler Family Foundation and is an owner/shareholder of B Team Press, LLC. Additionally, he sits on the board of Insight Capital, providing guidance to corporate executives. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with substantial net worth.

Mark Dolton is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisories, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Denise Deter is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation with 25 years of industry experience. She has worked at D.A. Davidson & Co. since 2016. Outside of her financial advisory role, she is involved as a caregiver for a family member through an unrelated business activity in home healthcare. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charities, and corporations. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and private wealth management, operating under fiduciary standards and distinguishing itself by municipal advisory activities and affiliated custodial services.

Brian Sunderman is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, holding the Series 66 designation with 13 years of industry experience. He has worked at D.A. Davidson & Co. since 2016. Outside of his advisory role, Sunderman volunteers with Junior Achievement, where he teaches classes on investing basics. 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 retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Melanie Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with D.A. Davidson & Co. since 2016. In addition to her advisory role, she is a notary public serving existing clients and employees in her office. 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 services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Lisa Smith is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on several nonprofit boards, including the Joslyn Art Museum and the Child Advocacy Center, and is a trustee for the University of Nebraska Foundation. 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 ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, adhering to fiduciary standards and employing both qualitative and quantitative analysis.

Carter Glenn is an advisor at D.A. Davidson & Co. with a Series 66 designation and no prior industry experience. Before joining the firm, he worked at the Country Club of Lincoln and completed his education in recent 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients.

Adam Hayes is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 credential and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Hayes serves as a volunteer board member for the Madonna Foundation, a rehabilitation hospital, and is an advisory board member for Five Points Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, high-net-worth individuals, 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 clients with stated net worths above $20 million, operating under fiduciary standards.

Jane Oman is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Tanner Leick is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. 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 from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth.

Kourtney Colberg is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation with two years of industry experience. She has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

John Decker Jr. is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the boards of Bryan Health Systems, Hampton Enterprises, Inc., and the Education Quest Foundation, and is a member of the Entrepreneurs Organization. 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 services under fiduciary standards, including ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Paige Young is a financial advisor at D.A. Davidson & Co. with 10 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, Paige serves on the board of trustees for the St. Stanislaus Parish Endowment Fund, helping manage assets to support the parish’s religious, charitable, and educational missions, and she is a commissioned notary public in Nebraska. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard advisory services with a range of offerings such as ERISA retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Keith Peterson is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.