David M. Bartoski
Professional summary
David Michael Bartoski, CFP®, who also goes by Dave Bartoski, David Michael Bartoski, David Bartoski, David M Bartoski, is a registered financial advisor currently at FORMA FINANCIAL PLANNING located in Boerne, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Bartoski's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2024 - Present
FORMA FINANCIAL PLANNING
April 17, 2013 - April 11, 2019
USAA INVESTMENT SERVICES COMPANY
April 17, 2013 - April 11, 2019
USAA INVESTMENT SERVICES COMPANY
July 30, 2010 - April 19, 2013
USAA FINANCIAL PLANNING SERVICES
July 30, 2010 - April 19, 2013
USAA FINANCIAL ADVISORS, INC.
August 12, 2009 - July 19, 2010
LPL FINANCIAL LLC
August 10, 2009 - July 19, 2010
LPL FINANCIAL LLC
March 28, 2005 - August 12, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
March 25, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
March 25, 2005 - August 12, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2024)
Exams
Current Firm
FORMA FINANCIAL PLANNING
CRD#: 330194 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 41,795,115 |
Red Flags
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