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Colleen Terese Davis

SMITH HAYES ADVISERS INC·LINCOLN, Nebraska
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200 CENTRE TERRACE, LINCOLN, NE 68508CRD# 1274284Firm CRD# 110776
01

About

Colleen Terese Davis is a registered financial advisor based in LINCOLN, Nebraska, affiliated with SMITH HAYES ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SMITH HAYES ADVISERS INC
SMITH HAYES ADVISERS INC
AUM
$2.1B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at SMITH HAYES ADVISERS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: MUTUAL FD & VARIABLE PRODUCT 12B1'S, SALES CREDIT ON NEW ISSUES
Regulatory
SEC/IARD CRD# 1274284
Firm CRD# 110776
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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