DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Melissa Jean Schuerman

D.A. Davidson & Co.independent RIAOmaha, Nedual registrantIAPD 6194628

Feed of 09/14/2026

Also filed as Melissa Schorr

At current firm

1 y

since Jan 14, 2025

In the industry

10 y

since Mar 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D.A. Davidson & Co. independent RIA current
since Jan 14, 2025 · Omaha, Ne
Ameritas Advisory Services, LLC BD affiliated
Nov 30, 2023 to Dec 6, 2024 · Lincoln, Ne
Cresset Asset Management, LLC independent RIA
Jul 17, 2023 to Oct 11, 2023 · Omaha, Ne
Cwm, LLC BD affiliated
Apr 10, 2023 to Jun 28, 2023 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

Ameritas Advisory Services, LLC to D.A. Davidson & Co.
left Dec 6, 2024, registered Jan 14, 2025 (39 days) · Affiliated broker-dealer or bank to independent RIA
Cresset Asset Management, LLC to Ameritas Advisory Services, LLC
left Oct 11, 2023, registered Nov 30, 2023 (50 days) · RIA to affiliated broker-dealer or bank
Cwm, LLC to Cresset Asset Management, LLC
left Jun 28, 2023, registered Jul 17, 2023 (19 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Melissa Jean Schuerman left Ameritas Advisory Services, Llc for D.A. Davidson & Co. (registered 2025-01-14)
Dec 6, 2024 · Advisor changed firm · fact
Melissa Jean Schuerman left Cresset Asset Management, Llc for Ameritas Advisory Services, Llc (registered 2023-11-30)
Oct 11, 2023 · Advisor changed firm · fact
Melissa Jean Schuerman left Cwm, Llc for Cresset Asset Management, Llc (registered 2023-07-17)
Jun 28, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address