David K. Evans

COMPREHENSIVE FINANCIAL PLANNING

Oklahoma City, OK 73112

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CRD#: 1060172

Professional summary

David Karl Evans MR., CFP®, who also goes by Dave Evans, is a registered financial advisor currently at COMPREHENSIVE FINANCIAL PLANNING INC located in Oklahoma City, Oklahoma.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 5 firms and has passed the Series 63, Series 3, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Evans

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Karl Evans MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

June 30, 1998 - Present

COMPREHENSIVE FINANCIAL PLANNING INC

Office #1: 2919 United Founders Blvd., Oklahoma City, OK 73112

RIA

CRD#: 109822

Oklahoma City, OK

Past

January 25, 1989 - September 14, 1992

PAS, INC.

CRD#: 8180

Past

March 22, 1988 - February 22, 1989

WALNUT STREET SECURITIES, INC.

CRD#: 15840

Past

June 5, 1987 - January 15, 1988

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

August 24, 1982 - May 11, 1987

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPREHENSIVE FINANCIAL PLANNING INC

CRD#: 109822 / SEC#: 801-31935

RIA

Registered Investment Advisory firm - (5/19/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(6/30/1998)

IAR

Texas
(6/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/29/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/3/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/22/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPREHENSIVE FINANCIAL PLANNING INC

CRD#: 109822 / SEC#: 801-31935

RIA

Registered Investment Advisory firm - (5/19/1988 Approved)

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Contact information

Main Address

2919 United Founders Blvd., Oklahoma City, OK 73112

Mailing Address

Phone number

(405) 879-1117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPREHENSIVE FINANCIAL PLANNING, INC. DISCLOSURE BROCHURE (3/18/2025)

COMPREHENSIVE FINANCIAL PLANNING INC DISCLOSURE BROCHURE SUPPLEMENT (3/18/2025)

Regulatory assets under management

Total Number of Accounts	342
AUM (Assets Under Management)	$ 182,508,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David K. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Karl Evans MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PAS, INC.

WALNUT STREET SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

COMPREHENSIVE FINANCIAL PLANNING INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/1982

Series 3

Date: 8/3/1987

Series 7

Date: 6/20/1987

Series 22

Date: 12/22/1982

Series 6

Date: 8/23/1982

Current Firm

COMPREHENSIVE FINANCIAL PLANNING INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE FINANCIAL PLANNING INC

TRUST BUT VERIFY

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