MS
MS

Micaela Stinson

6 Years of Experience
Spokane, WA
Broker

Micaela Stinson is a registered investment advisor at D.A. Davidson & CO., based in Spokane, WA, with 6 years of industry experience. Micaela 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

601 W. Main Ave, Suite 1300, Spokane, WA, 99201

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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.
May 2022 - Present · 4 yrs
D.A. Davidson & CO.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Ameriprise Financial Services, LLC
August 2021 - April 2022 · 8 mos
Ameriprise Financial Services, LLCBroker
August 2021 - April 2022 · 8 mos
Cuso Financial Services, L.P.
March 2020 - July 2021 · 1 yr 4 mos
Cuso Financial Services, L.P.Broker
July 2019 - July 2021 · 2 yrs
State Registrations34 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.