Lincoln, NE Canopy Street Office

Dana Leetch is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, and has 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 retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with significant assets.

Jeffrey Semrad is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the board of directors for The Pegler Family Foundation and Insight Capital, and is an owner/shareholder of B Team Press, LLC. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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. in Lincoln, NE, 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 services under fiduciary standards involving both qualitative and quantitative analysis and is also active in municipal advisory and underwriting, distinguishing it from many large enterprise advisers.

Denise Deter is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation and 25 years of industry experience. She has been with D.A. Davidson & Co. for 10 years. Outside of her advisory role, she is a caregiver for a family member through a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under a fiduciary standard.

Brian Sunderman is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he volunteers with Junior Achievement, teaching classes on investing basics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including 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, and a specialized Private Wealth program for clients with significant assets.

Melanie Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. She is also a notary public, providing notary services for existing clients and colleagues in her office. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Lisa Smith is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Smith Hayes Advisers Inc. for 16 years before joining D.A. Davidson in 2016. Outside of her advisory role, Smith serves on several nonprofit and educational boards, including the University of Nebraska Foundation, Joslyn Art Museum, Child Advocacy Center, and Bryan Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and advisory services under fiduciary standards, with specialized programs for high-net-worth clients and unique capabilities such as municipal advisory and custodial services.

Carter Glenn is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and is based in Lincoln, Nebraska. Prior to joining D.A. Davidson, he worked at the Country Club of Lincoln and has a background that includes education roles. 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 variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.

Adam Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he 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 client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, employing both qualitative and quantitative analysis, and operates unique municipal advisory and custodial services alongside comprehensive financial planning programs.

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

Tanner Leick is a financial advisor at D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, and private wealth management for high-net-worth clients.

Kourtney Colberg is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. She 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, retirement plan consulting, comprehensive financial planning, and a private wealth program for clients with significant assets.

John Decker Jr. is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Decker serves on the boards of Bryan Health Systems, Hampton Enterprises, and the Education Quest Foundation, and he is a member of the Entrepreneurs Organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Paige Young is a Series 66-licensed financial advisor with D.A. Davidson & Co., where she has worked since 2016. She has a total of five years of industry experience. Outside of her advisory role, she serves as a notary public and is a board trustee for the St. Stanislaus Parish Endowment Fund, assisting in managing the trust's assets to support the parish's missions. 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 a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Keith Peterson is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at D.A. Davidson & Co. since 2016. 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 advisory, comprehensive financial planning, and a Private Wealth program for clients exceeding $20 million in net worth.