David S. Inman

INMAN FINANCIAL SERVICES

PORTLAND, OR 97223

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CRD#: 1182867

Professional summary

David Stuart Inman is a registered financial advisor currently at INMAN FINANCIAL SERVICES, INC. located in Portland, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) INMAN FINANCIAL SERVICES, INC -FIXED INSURANCE SALES, 01/1993, 12703 SW 67TH AVE, PORTLAND OR 97223, FIXED ANNUITY AND LIFE INSURANCE 8HRPW 3) David Stuart Inman is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stuart Inman'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®

None

Experience

Current

September 26, 2018 - Present

INMAN FINANCIAL SERVICES, INC.

Office #1: 12703 Sw 67th Avenue, Portland, OR 97223

RIA

CRD#: 297414

PORTLAND, OR

Past

January 3, 2012 - December 31, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

PORTLAND, OR

Past

May 4, 1998 - November 2, 2018

SECURITY FIRST ADVISORS

RIA

CRD#: 117502

VANCOUVER, WA

Past

January 2, 1997 - December 31, 2011

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TIGARD, OR

Past

January 12, 1990 - January 4, 1997

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 19, 1989 - January 18, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

February 21, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

August 23, 1983 - March 10, 1984

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

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".

INMAN FINANCIAL SERVICES, INC.

INMAN FINANCIAL SERVICES | INMAN FINANCIAL SERVICES, INC.

CRD#: 297414 / SEC#: 801-120660

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Oregon

Registered Investment Advisory firm - (4/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(1/5/2022)

IAR

New Hampshire
(5/23/2022)

IAR

Oregon
(9/26/2018)

IAR

Texas
(12/12/2021)

IAR

Washington
(5/1/2019)

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: 7/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

INMAN FINANCIAL SERVICES, INC.

INMAN FINANCIAL SERVICES | INMAN FINANCIAL SERVICES, INC.

CRD#: 297414 / SEC#: 801-120660

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Oregon

Registered Investment Advisory firm - (4/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/12/2021 Terminated)

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Contact information

Main Address

12703 Sw 67th Avenue, Portland, OR 97223

Mailing Address

Phone number

(503) 906-2650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-INMAN FINANCIAL SERVICES, INC. (3/11/2025)

Regulatory assets under management

Total Number of Accounts	606
AUM (Assets Under Management)	$ 169,624,407

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.

Contact information

xxxxx@xxxx.xxx

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David S. Inman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stuart Inman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

SECURITY FIRST ADVISORS

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

SOUTHMARK FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

INMAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/1993

SIE

Date: 12/31/2017

Series 7

Date: 8/20/1983

Current Firm

INMAN FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INMAN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Contact information

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