David P. Feiler

WESTMARK WEALTH MANAGEMENT

PHOENIX, AZ 85018

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CRD#: 4733803

Professional summary

David Paul Feiler, who also goes by David Feiler, is a registered financial advisor currently at WESTMARK WEALTH MANAGEMENT located in Phoenix, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Feiler

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) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 2) EXECUTIVE COUNCIL CHARITIES; NON-INVESTMENT RELATED; 4114 E. INDIAN SCHOOL ROAD, PHOENIX, AZ 85018; NON-PROFIT ORGANIZATION; EXECUTIVE BOARD MEMBER; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CHAIRMAN OF THE BOARD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Feiler'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

January 3, 2025 - Present

WESTMARK WEALTH MANAGEMENT

Office #1: 5050 N 40th St Ste 140, Phoenix, AZ 85018

RIA

CRD#: 334109

PHOENIX, AZ

Past

June 10, 2013 - January 6, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

PHOENIX, AZ

Past

May 29, 2013 - January 6, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

PHOENIX, AZ

Past

January 4, 2011 - December 31, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

PHOENIX, AZ

Past

February 10, 2004 - December 31, 2007

MARATHON ADVISORS, INC

RIA

CRD#: 113696

PHOENIX, AZ

Past

January 15, 2004 - May 1, 2013

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PHOENIX, AZ

Past

January 15, 2004 - May 1, 2013

CRI SECURITIES, LLC

CRD#: 22589

PHOENIX, AZ

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".

WESTMARK WEALTH MANAGEMENT

WESTMARK WEALTH | WESTMARK WEALTH MANAGEMENT, LLC | WESTMARK WEALTH MANAGEMENT

CRD#: 334109 / SEC#: 801-131711

RIA

Registered Investment Advisory firm - (1/3/2025 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

Arizona
(1/3/2025)

IAR

Texas
(1/3/2025)

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: 12/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2003

General Securities Representative Examination

Current Firm

WESTMARK WEALTH MANAGEMENT

WESTMARK WEALTH | WESTMARK WEALTH MANAGEMENT, LLC | WESTMARK WEALTH MANAGEMENT

CRD#: 334109 / SEC#: 801-131711

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

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Contact information

Main Address

5050 North 40th Street Ste 140, Phoenix, AZ 85018

Mailing Address

Phone number

(602) 887-5179

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTMARK WEALTH MANAGEMENT BROCHURE (6/9/2025)

Regulatory assets under management

Total Number of Accounts	541
AUM (Assets Under Management)	$ 160,000,000

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 P. Feiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Feiler's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

SECURIAN FINANCIAL SERVICES, INC.

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

WESTMARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2003

Current Firm

WESTMARK WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTMARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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