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Dana Leetch

9 Years of Experience
Lincoln, NE
Broker

Dana Leetch is a registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, with 9 years of industry experience. Dana 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

Dana is a junior varsity softball coach at Lincoln Southeast High School since 2007. This seasonal activity, from August to October, takes about 50-60% of her time during the week and occurs during securities trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
June 2017 - Present · 9 yrs 3 mos
D.A. Davidson & CO.Broker
February 2017 - Present · 9 yrs 7 mos
State Registrations42 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.
Dana Leetch - Financial Advisor | TrueAdvisor