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Lisa Fuerstenau Johnson

D.a. Davidson & Co.

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About Lisa Fuerstenau Johnson

Lisa Johnson is a financial advisor at D.A. Davidson & Co., based in Wenatchee, WA. With experience in the financial industry since 1989, Lisa holds a Series 7 and Series 66 license. Lisa has a strong background with previous roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Smith Barney Inc. Lisa has a broad range of expertise to assist individuals and businesses with their financial planning needs.

Firm Information

Lisa Johnson 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Lisa Johnson’s Registration & Firm History

WA

11/30/2016 - Present

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

WA

06/01/2009 - 12/02/2009

MORGAN STANLEY SMITH BARNEY (WENATCHEE WA)

WA

04/18/1996 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WENATCHEE WA)

NY

05/20/1991 - 09/30/1994

SMITH BARNEY INC. (NEW YORK NY)

NJ

04/19/1988 - 10/24/1989

FIRST INVESTORS CORPORATION (EDISON NJ)

NA

04/25/1986 - 03/31/1988

BOETTCHER & COMPANY, INC.

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Licenses & Designations

BOTH

Issued 11/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

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 Lisa Fuerstenau Johnson.
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