Firm Continues Midwest Growth Strategy with Expansion into North Dakota
D.A. Davidson & Co. today announced the opening of a new wealth management office in West Fargo, welcoming a three-person team of professionals with extensive financial services experience.
The Elbert Holstad Group, Advisors with D.A. Davidson, previously worked with RBC Wealth Management.
“We are pleased that such a highly respected group with deep ties in North Dakota will be representing D.A. Davidson in Fargo,” said Michael Purpura, President of Wealth Management for the firm. “This new office represents an important step as our firm expands in the Midwest.”
The group includes:
- Jeremy Elbert, Senior Vice President, Financial Advisor and Branch Manager. Elbert served as Branch Director with RBC after joining that firm in 2000, and earlier was a loan officer with Farm Credit Services. He holds a master’s degree from the University of Phoenix and a bachelor’s degree from the University of North Dakota.
- Chris Holstad, Senior Vice President, Financial Advisor. Holstad has served as a financial professional with RBC for since 2003. He graduated from North Dakota State University, where he earned a bachelor’s degree.
- Tina Minske, Registered Client Associate. Minske has worked with Elbert and Holstad since 2014. A graduate of Minnesota State University at Moorhead, she holds a bachelor’s degree in business management.
The new branch is at 444 Sheyenne Street, Suite 305, in West Fargo.
The team is part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For over 80 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in Montana in 1935, with regional headquarters in Great Falls, Denver, Los Angeles, Portland and Seattle, the company has approximately 1,350 employees and offices in 25 states coast to coast.
Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.
For more information, visit dadavidson.com, Twitter: @DADavidsonCo, or LinkedIn: D.A. Davidson Companies.