David R. Fjeldsted

DAVID RUSSELL FJELDSTED

FARMINGTON, UT 84025

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CRD#: 1728831

Professional summary

David Russell Fjeldsted, CFP® is a registered financial advisor currently at DAVID RUSSELL FJELDSTED located in Farmington, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 5 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 24 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.

DAVID R. FJELDSTED IS A REGISTER INVESTMENT ADVISOR, A LICENSED LIFE INSURANCE AGENT AND A LICENSED REAL ESTATE BROKER IN THE STATE OF UTAH AND IS MANAGER AND HAS REAL ESTATE HOLDINGS IN ARPA, LC, WHISTLER, LC, SHEPARD POINTE II, LC, 3MB, LC, AND JRDH DEVELOPMENT, LC, WITH OTHER MEMBERS. APPROXIMATELY 60% OF HIS TIME IS SPENT DOING THIS WORK. ALL THESE BUSINESSES ARE LOCATED IN FARMINGTON, UTAH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Russell Fjeldsted's 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

Experience

Current

May 1, 2001 - Present

DAVID RUSSELL FJELDSTED

Office #1: 670 W. Shepard Lane Suite 101, Farmington, UT 84025

RIA

CRD#: 117244

FARMINGTON, UT

Past

January 18, 2011 - June 27, 2011

INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386

HEBER CITY, UT

Past

June 6, 1990 - October 31, 1995

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

Past

December 8, 1988 - June 7, 1990

EAGLE POINTE SECURITIES

CRD#: 15849

Past

October 26, 1987 - November 21, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 8, 1987 - December 7, 1987

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

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

Utah
(5/1/2001)

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

IAR

Series 65

Date: 9/12/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/13/2011

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/1989

General Securities Principal Examination

Current Firm

DAVID RUSSELL FJELDSTED

DAVID RUSSELL FJELDSTED | FJELSTED, DAVID RUSSELL | FJELDSTED, DAVID RUSSELL

CRD#: 117244 / SEC#:

Utah

Registered Investment Advisory firm - (5/1/2001 Approved)

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Contact information

Main Address

670 West Shepard Lane Suite 101, Farmington, UT 84025

Mailing Address

Phone number

(801) 447-9392

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 2,700,000

Red Flags

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

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David R. Fjeldsted

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Russell Fjeldsted's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERMOUNTAIN FINANCIAL SERVICES, INC.

OMNI BROKERAGE, INC.

EAGLE POINTE SECURITIES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OMNI BROKERAGE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/1994

Series 63

Date: 11/4/1987

Series 6

Date: 1/13/2011

Series 7

Date: 9/19/1987

Series 24

Date: 5/8/1989

Current Firm

DAVID RUSSELL FJELDSTED

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAVID RUSSELL FJELDSTED

TRUST BUT VERIFY

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