Omaha, NE Regency Parkway Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

30

Of 693 advisors across 164 offices

Location

450 Regency Parkway, Suite 400

Omaha NE 68114

Advisors at this office

30

Advisors at this office

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Jeffrey Z

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 18 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, Ziemba serves as secretary for the Lamp of Learning Educational Foundation and is a member of the board of directors for a local homeowners association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, employing both qualitative and quantitative analysis, and distinguishes itself by offering municipal advisory services and affiliated custodial entities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Sarah R

CFP®, CFA®, Series 66, Series 63

Omaha, NE

D.A. DAVIDSON & Co.

Sarah Robak is a CFP® and CFA® professional with 11 years of industry experience. She currently serves as a financial advisor at D.A. Davidson & Co. since 2025. Her previous experience includes roles at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Katherin J

Series 63, Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 66 licenses with 12 years of industry experience. She 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 employer-sponsored 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 utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Gary K

Series 63, Series 65

Omaha, NE

D.A. DAVIDSON & Co.

Gary King is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory work, he serves as a hockey referee and baseball umpire and owns a vending machine business. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Scott Z

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson 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 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Patrick R

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years before joining D.A. Davidson in 2025. Outside of his advisory role, he serves on multiple finance and investment committees for local nonprofit and educational organizations, including the St Vincent de Paul Church of Omaha and Marian High School. D.A. Davidson & Co. provides 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 employs qualitative and quantitative methods in its advisory process, offering a range of services from retirement plan advisory to private wealth planning.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Rhonda D

Series 66, Series 63

Omaha, NE

D.A. DAVIDSON & Co.

Rhonda Deitchler is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining her current firm. 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 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, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Ashley R

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Ashley Reckinger is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Susan K

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Susan Koesters is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 16 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves on the board of directors of the Gretna Community Foundation and acts as a notary for the state of Nebraska. 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 the Advisers Act fiduciary standard and offers both qualitative and quantitative investment analysis, along with specialized services such as municipal advising and private wealth planning.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Brady S

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and three years of industry experience. His prior work includes roles at SilverStone Group (a HUB International Company), Lutz, and KPMG. He also has experience working at the University of Nebraska at Omaha. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jennifer C

Series 63, Series 65

Omaha, NE

D.A. DAVIDSON & Co.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Carey also serves as a notary public for the State of Nebraska. 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 tailored for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Russell M

Series 63, Series 65

Omaha, NE

D.A. DAVIDSON & Co.

Russell Manners is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. 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 from retirement plan advisory to comprehensive financial planning and private wealth management under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Ryan I

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Ryan Iwansky is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with nine years of industry experience. He worked at Forsythe Technology for five years before joining D.A. Davidson & Co., where he has been employed since 2017. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, financial planning, and a Private Wealth program 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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Marvin G

Series 63, Series 65

Omaha, NE

D.A. DAVIDSON & Co.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with D.A. Davidson & Co. for 10 years 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jackson W

Series 66

Omaha, NE

D.A. DAVIDSON & Co.

Jackson Wohlenhaus is a financial advisor at D.A. Davidson & Co. with two years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson, he held roles at Apple Inc., Elkhorn Public Schools, and the University of Nebraska at Omaha. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis to recommend and monitor investments.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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