Pocatello, ID Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

4

Of 693 advisors across 164 offices

Location

275 South 5th Avenue, Suite 195

Pocatello ID 83201

Advisors at this office

4

Advisors at this office

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Mark B

Series 63, Series 65

Pocatello, ID

D.A. DAVIDSON & Co.

Mark Buckalew is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, Buckalew serves as chairman of the Portneuf Health Trust, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, 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 a range of services such as ERISA retirement plan advice, wrap fee programs, equity research, and comprehensive financial planning.

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

Series 63, Series 65

Pocatello, ID

D.A. DAVIDSON & Co.

Jennifer Emfield is a financial advisor at D.A. Davidson & Co. in Pocatello, Idaho, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm since 2008. Outside of her advisory role, she serves as Secretary/Treasurer for the Daughters of Utah Pioneers Bannack North Company, a historical and heritage nonprofit organization. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, 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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Kelli J

Series 63, Series 65

Pocatello, ID

D.A. DAVIDSON & Co.

Kelli Jensen is a financial advisor with D.A. Davidson & Co. in Pocatello, Idaho, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public for the state of Idaho. 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 variety of services such as retirement plan advisory under ERISA standards, 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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Aaron B

CFP®, Series 66

Pocatello, ID

D.A. DAVIDSON & Co.

Aaron Buckalew is a CFP® with 16 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He is a board member of the Bengal Athletic Boosters, a nonprofit organization in Pocatello, ID, where he participates in board meetings and public outreach to support student scholarships. Additionally, he manages operational decisions for Solitude Adventures, LLC. 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 organizations. The firm provides fiduciary-based advisory services and retirement plan management, with unique capabilities such as municipal advising and affiliated custodial services.

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