David T. Demars
DEMARS FINANCIAL GROUP LLC
Spokane Valley, WA 99216
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CRD#: 2903749
Professional summary
David Theodore Demars, CFP®, ChFC®, CLU® is a registered financial advisor currently at DEMARS FINANCIAL GROUP LLC located in Spokane Valley, Washington and LPL FINANCIAL LLC located in Kenai, Alaska.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, 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.
1) 05/01/2024 - Retirement Plan Specialists Inc - Non-Inv Related - Spokane Valley, WA - Business Owner - Started: 1/12/2024 - 12.8 Hrs/Mo; 5% of Time Spent. 2) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/1/2006 - 12.8 Hrs/Mo; 5% of Time Spent. 3) 05/01/2024 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2024 - 120 Hrs/Mo; 6 Hrs During Trading. 4) 05/01/2024 - Fidelity Financial Services - Inv Related - Tax Prep/Accounting/CPA - Bookkeeping and Tax Preparation - Started: 9/1/2017 - 12.8 Hrs/Mo; 40 Hrs During Trading. 5) 05/07/2024 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 1/1/2006 - 120 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Demars Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view David Theodore Demars'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: 2001
Experience
Current
March 22, 1999 - Present
DEMARS FINANCIAL GROUP LLC
Office #1: 420 N Evergreen Ste 300, Spokane Valley, WA 99216RIA
CRD#: 116257
Spokane Valley, WA
Current
May 1, 2024 - Present
LPL FINANCIAL LLC
Office #1: 805 Frontage Road Ste 200a, Kenai, AK 99611Office #2: 420 N Evergreen Rd Ste 300, Spokane Valley, WA 99216RIA
BD
CRD#: 6413
Kenai, AK
Past
March 31, 2006 - May 1, 2024
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
SPOKANE VALLEY, WA
Past
December 11, 1998 - April 13, 2006
EQUITY SERVICES, INC.
RIA
CRD#: 265
SPOKANE, WA
Past
December 1, 1998 - April 13, 2006
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
July 17, 1997 - December 2, 1998
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
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".
DF
DEMARS FINANCIAL GROUP LLC
DEMARS FINANCIAL GROUP | NORTHWEST FINANCIAL ADVISORS INC | JARVIS FINANCIAL | GREG GILES | FIDELITY FINANCIAL SERVICES | DEMARS FINANCIAL SERVICES | DEMARS FINANCIAL GROUP LLC
CRD#: 116257 / SEC#: 801-112885
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Alaska
Registered Investment Advisory firm - (4/30/2018 Terminated)Arizona
Registered Investment Advisory firm - (4/27/2018 Terminated)Idaho
Registered Investment Advisory firm - (4/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (5/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/27/2018 Terminated)Utah
Registered Investment Advisory firm - (4/27/2018 Terminated)Washington
Registered Investment Advisory firm - (5/4/2018 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
RR
Alabama(5/1/2024)
IAR
Alaska(4/12/2006)
RR
Alaska(5/1/2024)
RR
Arizona(5/1/2024)
RR
Arkansas(1/31/2025)
RR
California(5/1/2024)
RR
Colorado(6/11/2024)
RR
Florida(1/22/2025)
RR
Idaho(5/1/2024)
RR
Louisiana(7/18/2024)
RR
Michigan(5/14/2024)
RR
Minnesota(7/19/2024)
RR
Mississippi(7/18/2024)
RR
Montana(5/1/2024)
RR
Nevada(5/1/2024)
RR
New York(6/11/2024)
RR
North Carolina(1/22/2025)
RR
Ohio(5/1/2024)
RR
Oklahoma(5/1/2024)
RR
Oregon(5/1/2024)
RR
Pennsylvania(7/18/2024)
IAR
Texas(7/17/2014)
RR
Texas(5/1/2024)
RR
Utah(5/1/2024)
RR
Virginia(7/17/2024)
IAR
Washington(3/23/1999)
RR
Washington(5/1/2024)
RR
Wyoming(9/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DEMARS FINANCIAL GROUP LLC
DEMARS FINANCIAL GROUP | NORTHWEST FINANCIAL ADVISORS INC | JARVIS FINANCIAL | GREG GILES | FIDELITY FINANCIAL SERVICES | DEMARS FINANCIAL SERVICES | DEMARS FINANCIAL GROUP LLC
CRD#: 116257 / SEC#: 801-112885
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Alaska
Registered Investment Advisory firm - (4/30/2018 Terminated)Arizona
Registered Investment Advisory firm - (4/27/2018 Terminated)Idaho
Registered Investment Advisory firm - (4/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (5/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/27/2018 Terminated)Utah
Registered Investment Advisory firm - (4/27/2018 Terminated)Washington
Registered Investment Advisory firm - (5/4/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
420 N Evergreen Ste 300, Spokane Valley, WA 99216
Mailing Address
Phone number
(509) 536-9556
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 461 |
| AUM (Assets Under Management) | $ 291,269,164 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
