DF
David R. Fink
LIFESTYLE FREEDOM ADVISORY GROUP
Bradenton, FL 34202
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CRD#: 2392636
DF
Professional summary
David Richard Fink, CFP®, who also goes by David Fink, is a registered financial advisor currently at LIFESTYLE FREEDOM ADVISORY GROUP, LLC located in Bradenton, Florida and COLORADO FINANCIAL SERVICE CORPORATION located in Sarasota, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Fink
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. COSROC HOLDINGS LLC; SINCE 01/2015; NOT INVESTMENT RELATED; 2181 Dog Kennel Road Sarasota, FL 34240; Managing member; OWN AND MANAGE RESIDENTIALRENTAL PROPERTIES; 0 HRS DURING Trading 2. LIFESTYLE FREEDOM GROUP, LLC dba Array Partners; UP TO 8 HRS PER MONTH IN THIS BUSINESS; SINCE 07/2018;CONSULTING to CPAs and attorneys. 3. Lifestyle Freedom Safe Harbor, LLC; Non-Investment Related; 9040 Town Center Pkwy, Bradenton, FL 34202: Insurance Agent since 07/2018;Approximately 16 hrs/month spent in this practice. Insurance sales as Independent Contractor and earn commissions. 4. Colorado Financial Services Corp; Centennial, CO; Investment Related; Registered Representative; Sales of commission broker/dealer products; 8 hours per month spent; 8 hours spent during trading hours per month; Started 05/2020.ters; 9040Town Center Pkwy, BRADENTON, FL 34202; NOT INVESTMENT RELATED-MEMBER; CONSULTANT/ADVISOR; THIS BUSINESS PROVIDES CONSULTING WORK 5. BRM Sarasota, LLC, Investment related: No Address: 2181 Dog Kennel Road, Sarasota, FL 34240 Nature: Real Estate Investment Position: Manager Start date: 7/13/2015 hours/month: 0hours during securities trading hours: 0 Duties: Annual filings 6. Lifestyle Freedom Group dba Family Office Division Investment related: No Address: 9040 Town Center Parkway, Bradenton, FL 34202 Nature: Consulting, providing estate and tax planning, cost segregation, and business valuation services Position: Member Start date: 7/2018 hours/month:24 hours during securities trading hours:24 Duties: Meet with clients to understand their situation and their desired goals. Assist in designing solutions to meet those goals 7. CosRoc Properties, LLC, Investment related: No Address: 2181 Dog Kennel Road, Sarasota, FL 34240 Nature: Real Estate Investment Position: Manager Start date: 04/2010 hours/month: 0 hours during securities trading hours: 0 8. Lifestyle Freedom Advisory Group; Investment Related; Bradenton FL; IAR; 07/2018; 35-40 hrs/mo spent in this business; compensated through advisory fees. 9. CosRoc Partners LP, Investment Related, 376 Daniel Drive Boone NC 28607, Family Investment Partnership, Manager of the partnership, Start date of 05/2025, approximately 20 hours a month, Overseeing family investment strategy.
CRS (Client Relationship Summary) - RIA
Click below to view David Richard Fink'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®
Start date: 2012
Experience
Current
July 13, 2018 - Present
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Office #1: 9040 Town Center Parkway, Bradenton, FL 34202RIA
CRD#: 283512
Bradenton, FL
Current
May 20, 2020 - Present
COLORADO FINANCIAL SERVICE CORPORATION
RIA
BD
CRD#: 104343
Sarasota, FL
Past
September 2, 2015 - July 9, 2018
TSA MANAGEMENT INC
RIA
CRD#: 106440
Sarasota, FL
Past
July 27, 2015 - July 9, 2018
HALLIDAY FINANCIAL, LLC
BD
CRD#: 31741
Sarasota, FL
Past
July 2, 2008 - August 3, 2015
ROGAN & ASSOCIATES, INC.
BD
CRD#: 42762
Lakewood Ranch, FL
Past
June 17, 2008 - August 3, 2015
ROGAN & ASSOCIATES, INC.
RIA
CRD#: 42762
Lakewood Ranch, FL
Past
August 1, 1994 - August 2, 1996
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
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".
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(7/13/2018)
RR
Florida(5/20/2020)
RR
New York(5/1/2025)
IAR
North Carolina(7/10/2019)
RR
North Carolina(8/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9040 Town Center Parkway, Bradenton, FL 34202
Mailing Address
Phone number
(941) 914-9422
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 345 |
| AUM (Assets Under Management) | $ 125,569,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
