D.A. Davidson & Co. announced today the opening of a wealth management office in Northern Indiana with the addition of Hoosier Legacy Wealth Management, a three-person team.
This new office marks D.A. Davidson’s first location in Indiana and reflects the firm’s ongoing national expansion. The firm remains focused on partnering with experienced advisors who share its client-first approach and long-term commitment to serving individuals, families, and institutions.
“As we build our wealth management presence in the Midwest, the addition of a team like Hoosier Legacy Wealth Management underscores D.A. Davidson’s appeal to advisors across the country,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “We look forward to our growth trajectory in the region and to serving clients for years to come.”
Hoosier Legacy Wealth Management, A Service of D.A. Davidson & Co., was previously affiliated with Key Bank and includes:
- Shane Martens, Senior Vice President, Wealth Management. Martens has been in the industry for nearly three decades. He holds a bachelor’s degree from Indiana University.
- Jon Cisna, CFP®, Vice President, Wealth Management. Cisna began his career in 2014 and holds a bachelor’s degree from Ball State University. He is a CERTIFIED FINANCIAL PLANNER® professional.
- Lori Lorenz, CTFA, Client Services Professional. With more than 25 years in the financial industry, Lorenz holds a bachelor’s degree from Bethal University as well as the Certified Trust and Fiduciary Advisor designation.
The office is located at 425 Park Place Circle, Suite 400, in Mishawaka, Indiana.
D.A. Davidson Wealth Management offers an array of financial products and services to individuals, families, businesses and institutions. For 90 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 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Greater Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 31 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.