MS
MS

Melissa Schuerman

2 Years of Experience
Omaha, NE
Broker

Melissa Schuerman is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 2 years of industry experience. Melissa 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

450 Regency Parkway, Suite 400, Omaha, NE, 68114

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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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Employment History
Current Registrations
D.A. Davidson & CO.Broker
January 2025 - Present · 1 yr 6 mos
D.A. Davidson & CO.
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Ameritas Investment Company, LLCBroker
November 2023 - December 2024 · 1 yr 1 mo
Ameritas Advisory Services, LLC
November 2023 - December 2024 · 1 yr 1 mo
Cresset Asset Management, LLC
July 2023 - October 2023 · 3 mos
Cwm, LLC
April 2023 - June 2023 · 2 mos
Cetera Advisor Networks LLCBroker
January 2023 - July 2023 · 6 mos
State Registrations30 states
ARAZCACOCTFLHIIAIDILINKSMAMDMNMONCNENJNYOHORPASCSDTNTXUTWAWI
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.
Melissa Schuerman - Financial Advisor | TrueAdvisor