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David John Tizekker I

SIMPLE FINANCIAL
EAGLE, ID
·CRD# 4072305·26 years experience

Professional Summary

David John Tizekker I, who also goes by David John Tizekker, is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in Eagle, Idaho. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David John Tizekker

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

SIMPLE FINANCIAL, LLC·CRD# 321616
RIA
1036 E Iron Eagle Dr Suite 140, Eagle, ID 83616
March 27, 2025 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Boise, ID
February 18, 2010 - August 2, 2010
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Boise, ID
September 12, 2006 - August 17, 2009
KEY INVESTMENT SERVICES LLC·CRD# 136300
RIA
Nampa, ID
January 3, 2006 - September 6, 2006
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Nampa, ID
January 3, 2006 - September 6, 2006
KEYBANC CAPITAL MARKETS INC.·CRD# 566
RIA
Boise, ID
July 19, 2005 - December 31, 2005
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
Cleveland, OH
July 18, 2005 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Ontario, CA
January 3, 2005 - July 28, 2005
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
December 17, 2004 - July 28, 2005
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
December 17, 2004 - July 28, 2005
ARROWHEAD INVESTMENT CENTER, LLC·CRD# 41435
BD
San Bernardino, CA
June 12, 2002 - October 18, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boston, MA
February 9, 2000 - January 7, 2002
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
January 12, 2000 - July 7, 2000

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Current Firm

SF
SIMPLE FINANCIAL, LLC

SIMPLE FINANCIAL, LLC

CRD#: 321616
Idaho
Registered Investment Advisory firm - Idaho (4/11/2023 Approved)
Nevada
Registered Investment Advisory firm - Nevada (7/11/2025 Approved)
Oregon
Registered Investment Advisory firm - Oregon (3/27/2023 Approved)
Utah
Registered Investment Advisory firm - Utah (3/24/2023 Approved)

Contact Information

Main Address

6671 S Redwood Road Suite 200, West Jordan, UT 84084

Phone Number

(801) 707-2032

# of Employees

11

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LEGACY INSURANCE & FINANCIAL SERVICES, LLC; INV REL;MASTER AGENT-INS SALES AND SERVICES; MERIDIAN, ID; START 10/2013; APPROX 90% OF TIME; 150HRS/MO; 75 HRS DURING SEC TRADING.

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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.
IAR
Idaho
(3/27/2025)
IAR
Oregon
(4/8/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Dec 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2000About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jun 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2000About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David John Tizekker I's CRS (Customer Relationship Summary).

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