Mia J Werner
Investment adviser representative at D.A. Davidson & Co.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$41.8BFirm assets
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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
13 years in the industry.
- D.A. Davidson & Co.May 2026 to now
- CorientSep 2023 to May 2026
- Corient Services LLCSep 2023 to May 2026
- Morgan StanleyFeb 2022 to Aug 2023
- D.A. Davidson & Co.Jun 2021 to Aug 2021
- University of PortlandAug 2018 to Dec 2021
- NAJun 2017 to Aug 2018
- Bozeman High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 7395286
- Firm CRD
- 199