Twin Falls, ID Falls Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
D.A. Davidson & Co.
Enterprise
Firm-wide stats for D.A. Davidson & Co.
About
D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer‑sponsored retirement plans, individual investors (including high‑net‑worth clients), charitable organizations, and corporate clients. Its offerings include ERISA retirement plan advisory (3(21) and 3(38) services), wrap fee programs and equity research, modular and comprehensive financial planning (On Course and Holistiplan reports), and a Davidson Private Wealth program for clients with more than $20 million in stated net worth.
The firm frames its advisory work under the Advisers Act fiduciary standard and, for retirement accounts, ERISA fiduciary duties, using both qualitative and quantitative analysis and third‑party tools to recommend and monitor investments. For plans it can provide non‑discretionary 3(21) advice or discretionary 3(38) selection and monitoring (including limited discretionary management of risk‑based model portfolios), and its planning process employs scenario analysis and Monte Carlo‑style projections to illustrate potential outcomes.
Several operational features distinguish D.A. Davidson from many large enterprise advisers: it serves as a municipal advisor and participates in municipal underwriting activities (noting a prior SEC MCDC matter related to municipal disclosure practices), an activity that is uncommon among peers. The firm also operates affiliated custodial entities (D.A. Davidson Trust Services and D.A. Davidson Trust Company) and acts as a qualified custodian for certain IRA and 403(b) assets, while providing a no‑additional‑cost Private Wealth planning program for clients with over $20 million in stated net worth.
Based on D.A. Davidson & Co.
Demographic focus
Based on D.A. Davidson & Co.
Location
450 Falls Avenue, Suite 101
Twin Falls ID 83301
Advisors at this office
3
Advisors at this office
Frederick N
Series 63, Series 65
Twin Falls, ID
D.A. Davidson & Co.
Frederick Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. offers 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 provides services under fiduciary standards, employing both qualitative and quantitative analysis, and is notable for its municipal advisory and underwriting activities as well as specialized wealth planning programs.
Kelly W
Series 63, Series 66
Twin Falls, ID
D.A. Davidson & Co.
Kelly Ward is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of advisory activities, he is also a notary public. 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 clients with net worth exceeding $20 million.
Carolyn N
Series 63, Series 65
Twin Falls, ID
D.A. Davidson & Co.
Carolyn Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, Idaho, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with D.A. Davidson & Co. since 2010. Outside of her advisory role, she is also a commissioned notary public. 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 corporations. The firm offers various services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.
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