Melissa Jean Schuerman

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

• 04/2018 → 06/2023
  Cwm, Llc
  Omaha, NE
• 03/2016 → 04/2018
  Rts Financial
  Overland Park, KS
• 11/2022 → 06/2023
  Cetera Advisor Networks
  El Segundo, CA
• 04/2018 → 11/2022
  Cetera Advisor Networks
  El Segundo, CA
• 06/2023 → 10/2023
  Cresset Asset Management, Llc
  Chicago, IL
• 11/2023 → 12/2024
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2023 → 12/2024
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2025 → Present
  D.A. Davidson & Co.
  Omaha, NE

Previous Registrations

• 2023-11-30 → 2024-12-06
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 2023-07-17 → 2023-10-11
  Cresset Asset Management, Llc
  Omaha, NE
  Chicago, IL
• 2023-04-10 → 2023-06-28
  Cwm, Llc
  Omaha, NE
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2023-04-04

Other Names

• Melissa Schorr
• Melissa Jean Schorr