Kelli Joy Damgaard

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  D.A. Davidson & Co.
  Omaha, NE

Other Businesses

1) Notary Public for state of Nebraska; non-investment related; Lincoln, NE; State of Nebraska; Notary Public; Starting 3/23/2012; 4 hr/mo and during securities trading hours; provide notary services. 2) POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT; NON-INVESTMENT RELATED; COUNCIL BLUFFS, IA; NON-PROFIT; MEMBER OF BOARD OF DIRECTORS; START 3/13/25; 2 HR/QUARTLY DURING SECURITIES TRADING HOURS; I WILL ATTEND QUARTERLY MEETINGS AND VOLUNTEER FOR VARIOUS EVENTS AT THE FACILITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-04