Theresa Wiemer is a registered investment advisor at D.A. Davidson & CO., based in Creston, NE, with 12 years of industry experience. Theresa 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Creston, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theresa is a notary for the State of Nebraska since 2011. She is also a committee member for the Creston Women's Club, a non-profit organization, dedicating minimal time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Smith Hayes Financial Services CorporationBroker
State Registrations30 states
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