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Colleen Terese Davis

SMITH HAYES ADVISERS INC·LINCOLN, Nebraska
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean recordSMITH HAYES ADVISERS INC
200 CENTRE TERRACE, LINCOLN, NE 68508CRD# 1274284Firm CRD# 110776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Terese Davis · LINCOLN, NE
Registration
CRD #1274284 · SMITH HAYES ADVISERS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SMITH HAYES ADVISERS INC
CRD 110776 · SEC 801-56902
AUM
$2.1B
Regulatory assets under management
Employees
83
2,174 client accounts
Services offered by SMITH HAYES ADVISERS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMITH HAYES ADVISERS INC →
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Frequently Asked Questions

What services does Colleen Terese Davis offer?
Colleen Terese Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Colleen Terese Davis's credentials?
Colleen Terese Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Terese Davis located?
Colleen Terese Davis is based in LINCOLN, Nebraska, working with SMITH HAYES ADVISERS INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Colleen Terese Davis charge for services?
Colleen Terese Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: mutual fd & variable product 12b1's, sales credit on new issues. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH HAYES ADVISERS INC?
SMITH HAYES ADVISERS INC has approximately 83 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH HAYES ADVISERS INC

Bradley Leroy Knuth
LINCOLN, NE
Bryan Myron Schneider
LINCOLN, NE
Bobby John Schaefer
LINCOLN, NE
John Louis Decker
LINCOLN, NE
Russell Lee Manners
LINCOLN, NE
Ruth Annette Howell
LINCOLN, NE

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Research
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