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Melissa Jean Schuerman

D.A. Davidson & Co.

Omaha, NE

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-01-14
TX RA APPROVED 2025-01-14
  • NE RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2025-01-14

Branch Locations

450 Regency Parkway Suite 400, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cwm, Llc Omaha NE 04/2018 06/2023
Rts Financial Overland Park KS 03/2016 04/2018
Cetera Advisor Networks El Segundo CA 11/2022 06/2023
Cetera Advisor Networks El Segundo CA 04/2018 11/2022
Cresset Asset Management, Llc Chicago IL 06/2023 10/2023
Ameritas Investment Company, Llc Lincoln NE 11/2023 12/2024
Ameritas Advisory Services, Llc Lincoln NE 11/2023 12/2024
D.A. Davidson & Co. Omaha NE 01/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2023-04-04
Other Names
  • Melissa Schorr
  • Melissa Jean Schorr

View on SEC IAPD

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INTEGRITY ALLIANCE, LLC.

Other Investors

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Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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