How We Help
We specialize in concierge financial planning for our advisory clients. This allows our planning clients unlimited access to us via call, text, or email, along with quarterly proactive contacts and a minimum of an annual strategy session. Our team of investment professionals provide active monitoring and implementation of a low cost investment portfolio, and a consistently monitored and evolving personalized financial plan that encompasses the entirety of your financial life.
Keith Peterson, CFP®, RICP® Senior Vice President, Financial Advisor
CERTIFIED FINANCIAL PLANNER® Professional
Retirement Income Certified Professional®
CALL or TEXT: (402) 437-1035
115 Canopy Street, Suite 400 | Lincoln, NE 68508 | (402) 437-1035
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
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Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.