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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Omaha, A to Z.

23 registered advisors work at D.A. Davidson & Co. in Omaha, out of 664 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 23 are also registered broker representatives.

D.A. Davidson & Co. advisors in Omaha, A to Z

Every D.A. Davidson & Co. advisor →

D.A. Davidson & Co. advisors in other cities

Seattle, WA 54Great Falls, MT 35Bozeman, MT 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Medford, OR 15Roseville, CA 15Boise, ID 14Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12Denver, CO 12

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does D.A. Davidson & Co. have in Omaha?

23 investment adviser representatives are registered at D.A. Davidson & Co. offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 3 list the CFP designation and 23 are also registered as broker representatives.

Is D.A. Davidson & Co. one of the largest advisor employers in Omaha?

D.A. Davidson & Co. ranks number 17 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a D.A. Davidson & Co. advisor in Omaha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the D.A. Davidson & Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.