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DT

David J. Tizekker

SIMPLE FINANCIAL
EAGLE, ID 83616
Some features on this profile are disabled
CRD#: 4072305
DT

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David John Tizekker

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 John Tizekker I'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®
None

Experience

Current

March 27, 2025 - Present

SIMPLE FINANCIAL, LLC

Office #1: 1036 E Iron Eagle Dr Suite 140, Eagle, ID 83616
RIA
CRD#: 321616
EAGLE, ID
Past

February 18, 2010 - August 2, 2010

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOISE, ID
Past

September 12, 2006 - August 17, 2009

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BOISE, ID
Past

January 3, 2006 - September 6, 2006

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
NAMPA, ID
Past

January 3, 2006 - September 6, 2006

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
NAMPA, ID
Past

July 19, 2005 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
BOISE, ID
Past

July 18, 2005 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

January 3, 2005 - July 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ONTARIO, CA
Past

December 17, 2004 - July 28, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 17, 2004 - July 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 12, 2002 - October 18, 2004

ARROWHEAD INVESTMENT CENTER, LLC

BD
CRD#: 41435
SAN BERNARDINO, CA
Past

February 9, 2000 - January 7, 2002

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 12, 2000 - July 7, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/11/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SIMPLE FINANCIAL, LLC
SIMPLE FINANCIAL, LLC

CRD#: 321616 / SEC#:

Idaho
Registered Investment Advisory firm - (4/11/2023 Approved)
Nevada
Registered Investment Advisory firm - (7/11/2025 Approved)
Oregon
Registered Investment Advisory firm - (3/27/2023 Approved)
Utah
Registered Investment Advisory firm - (3/24/2023 Approved)
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Contact information

Main Address
6671 S Redwood Road Suite 200, West Jordan, UT 84084
Mailing Address
Phone number
(801) 707-2032
Established
Firm type
Fiscal year end
# of Employees
11

Documents

Latest Form ADV

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

SIMPLE FINANCIAL, LLC

CRD#: 321616Eagle, ID 83616

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