MJ
CFP
MJ
CFP

Melanie Johnson

17 Years of Experience
Lincoln, NE
Broker

Melanie Johnson is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, with 17 years of industry experience. Melanie 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

115 Canopy Street, Suite 400, Lincoln, NE, 68508

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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

Melanie is a notary public for existing clients and employees in her office since 2017. This activity requires minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
July 2016 - Present · 9 yrs 10 mos
D.A. Davidson & CO.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Smith Hayes Advisers INC
January 2009 - July 2016 · 7 yrs 6 mos
Smith Hayes Financial Services CorporationBroker
April 2008 - July 2016 · 8 yrs 3 mos
State Registrations37 states
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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.
Melanie Johnson - Financial Advisor | TrueAdvisor