CN
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Craig Nern

42 Years of Experience
Nehalem, OR
Broker

Craig Nern is a registered investment advisor at D.A. Davidson & CO., based in Nehalem, OR, with 42 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Nehalem, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig is a partner in Yako, LLC, which owns rental property, since 2011, dedicating minimal time. He is also the Board President for North Tillamook Library Friends, a non-profit, dedicating a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.
May 2007 - Present · 19 yrs
D.A. Davidson & CO.
November 1994 - Present · 31 yrs 6 mos
D.A. Davidson & CO.Broker
November 1994 - Present · 31 yrs 6 mos
Previous Registrations
Piper Jaffray INC.Broker
February 1984 - November 1994 · 10 yrs 9 mos
State Registrations1 state
OR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Nern - Financial Advisor | TrueAdvisor