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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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DB

David J. Bromeier

HFG ADVISORS
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 2896552
DB

Professional summary

David Joseph Bromeier, ChFC®, who also goes by Dave Bromeier, is a registered financial advisor currently at HFG ADVISORS located in Greenwood Village, Colorado and FARTHER located in Greenwood Village, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 11 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Bromeier

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 Joseph Bromeier'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®
ChFC®

Chartered Financial Consultant

Experience

Current

September 26, 2001 - Present

HFG ADVISORS

Office #1: 8301 East Prentice Ave. #312, Greenwood Village, CO 80111
RIA
CRD#: 113511
Greenwood Village, CO
Current

April 2, 2026 - Present

FARTHER

Office #1: 8301 E Prentice Ave Suite 312, Greenwood Village, CO 80111
RIA
CRD#: 302050
Greenwood Village, CO
Past

June 9, 2011 - March 30, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
AURORA, CO
Past

October 3, 2005 - June 27, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
AUROA, CO
Past

November 16, 2001 - October 6, 2005

WALNUT STREET ADVISERS INC

RIA
CRD#: 109903
AURORA, CO
Past

October 23, 2001 - October 6, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

October 1, 1999 - October 19, 2001

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

October 1, 1999 - October 19, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

June 23, 1999 - September 22, 1999

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI
Past

December 11, 1997 - June 25, 1999

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

June 25, 1997 - December 16, 1997

GOLDK INVESTMENT SERVICES, INC

BD
CRD#: 15514
BOSTON, MA

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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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
Colorado
(9/26/2001)
IAR
Texas
(2/22/2013)
IAR
Texas
(4/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/29/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/23/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/2/2005
General Securities Principal Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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.

Company Information

FARTHER

CRD#: 302050Greenwood Village, CO 80111

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