David A. Weber

WILLOW CREEK CAPITAL MANAGEMENT

MISSOULA, MT 59802

CRD#: 4723892

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Professional summary

David Anthony Weber is a registered financial advisor currently at WILLOW CREEK CAPITAL MANAGEMENT, INC. located in Missoula, Montana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Weber'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®

None

Experience

Current

December 9, 2025 - Present

WILLOW CREEK CAPITAL MANAGEMENT, INC.

Office #1: 432 W Spruce St. Ste 102, Missoula, MT 59802

RIA

CRD#: 333911

MISSOULA, MT

Past

January 4, 2019 - April 2, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MISSOULA, MT

Past

January 4, 2019 - April 2, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Missoula, MT

Past

January 29, 2010 - January 16, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

MISSOULA, MT

Past

January 29, 2010 - January 14, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

MISSOULA, MT

Past

September 2, 2005 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MISSOULA, MT

Past

September 2, 2005 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MISSOULA, MT

Past

January 13, 2004 - September 28, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MISSOULA, MT

Past

December 20, 2003 - September 28, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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

Montana
(12/9/2025)

IAR

Texas
(12/9/2025)

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

State Security Law Exam

IAR

Series 66

Date: 1/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/25/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/19/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/15/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/6/2010

General Securities Sales Supervisor - Options Module Examination

Current Firm

WILLOW CREEK CAPITAL MANAGEMENT, INC.

ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. | WILLOW CREEK CAPITAL MANAGEMENT, INC.

CRD#: 333911 / SEC#: 801-134896

RIA

Registered Investment Advisory firm - (12/9/2025 120-Day Approval)

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Contact information

Main Address

432 W Spruce St. Ste 102, Missoula, MT 59802

Mailing Address

Phone number

(406) 830-3286

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - WILLOW CREEK CAPITAL MANAGEMENT, INC. (2/2/2026)

WRAP FEE BROCHURE- WILLOW CREEK CAPITAL MANAGEMENT, INC. (1/30/2025)

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.

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Advisor Monitoring

Firm Stability Insights

David A. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2004

SIE

Date: 10/1/2018

Series 31

Date: 8/25/2010

Series 7

Date: 12/19/2003

Series 10

Date: 6/15/2010

Series 9

Date: 5/6/2010

Current Firm

WILLOW CREEK CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

WILLOW CREEK CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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