Melissa Jean Schuerman
Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
Are you Melissa Jean Schuerman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- D.A. Davidson & Co.Jan 2025 to now
- Ameritas Advisory Services, LLCNov 2023 to Dec 2024
- Ameritas Investment Company, LLCNov 2023 to Dec 2024
- Cresset Asset Management, LLCJun 2023 to Oct 2023
- Cetera Advisor NetworksApr 2018 to Jun 2023
- Cwm, LLCApr 2018 to Jun 2023
- Rts FinancialMar 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6194628
- Firm CRD
- 199