Invested Better
Unclaimed

Unclaimed

Unclaimed

David Joseph Nitsch

D.a. Davidson & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Joseph Nitsch

David Nitsch is a financial advisor at D.a. Davidson & Co. with over 30 years of experience in the industry. David holds several industry licenses and certifications including the Series 63, Series 24, SIE, Series 5, and Series 7. He is licensed and registered in Washington state. David previously worked at Ceros Financial Services, Inc., Interpacific Investors Services, Inc., Allstate Financial Services, LLC, KMS Financial Services, Inc., Lincoln Financial Distributors, Inc., Capital Brokerage Corporation, Liberty Funds Distributor, Inc., Keyport Financial Services Corp., Essex National Securities, Inc., Invest Financial Corporation, NWNL Management Corporation, Anchor National Financial Services, Inc., Metric Capital Corporation, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. David's specialties include providing financial planning and portfolio management services to individuals and businesses.

Firm Information

David Nitsch is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Nitsch’s Registration & Firm History

WA

04/24/2017 - Present

D.a. Davidson & Co. (SEATTLE WA)

MD

06/16/2014 - 11/12/2015

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

WA

06/13/2011 - 01/08/2013

INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)

WA

02/19/2009 - 07/17/2009

ALLSTATE FINANCIAL SERVICES, LLC (REDMOND WA)

WA

03/31/2008 - 12/23/2008

KMS FINANCIAL SERVICES, INC. (REDMOND WA)

PA

08/02/2007 - 03/17/2008

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

WA

10/11/2006 - 07/06/2007

KMS FINANCIAL SERVICES, INC. (REDMOND WA)

VA

10/23/2000 - 05/05/2006

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

MA

07/15/1999 - 09/18/2000

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

08/16/1995 - 07/15/1999

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

CA

12/02/1994 - 07/07/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

WI

09/23/1992 - 12/05/1994

INVEST FINANCIAL CORPORATION (APPLETON WI)

CT

09/04/1991 - 10/14/1992

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

NA

01/22/1990 - 07/05/1990

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

06/16/1987 - 08/28/1989

METRIC CAPITAL CORPORATION

NA

02/05/1985 - 05/08/1987

A. G. EDWARDS & SONS, INC.

NA

06/28/1982 - 02/06/1985

DEAN WITTER REYNOLDS INC.

Not sure if David Joseph Nitsch is right for you?

Licenses & Designations

BC

Issued 07/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 06/19/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Joseph Nitsch.
Not sure if David Joseph Nitsch is right for you?