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DB

David L. Boelman

Some features on this profile are disabled
CRD#: 5218749
DB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David L Boelman was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2006. David had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Name of outside business: David L Boelman, CPA; ADV Category: accounting firm; Is the advisory affiliate principal control person: Yes; Is control related person: No; Is related person or RIA under common control: Yes; Is the related person registered with a foreign financial regulatory authority: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: 1440 Locust St #216 Des Moines IA 50309 USA; Description of the business: Tax preparation and planning.; Position Title: Owner; Responsibilities Duties: Prepare tax returns and perform tax planning. Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 7, 2016 - February 14, 2025

BSC CAPITAL PARTNERS, LLC

RIA
CRD#: 284338
WEST DES MOINES, IA
Past

July 15, 2016 - November 2, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
CORALVILLE, IA
Past

June 29, 2016 - July 1, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

February 22, 2012 - December 6, 2017

RDA FINANCIAL NETWORK

RIA
CRD#: 147309
WEST DES MOINES, IA
Past

February 21, 2012 - July 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WEST DES MOINES, IA
Past

July 1, 2010 - February 21, 2012

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
DES MOINES, IA
Past

July 1, 2010 - February 21, 2012

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
DES MOINES, IA
Past

February 5, 2009 - June 30, 2010

RDA FINANCIAL NETWORK

RIA
CRD#: 147309
WINDSOR HEIGHTS, IA
Past

November 8, 2006 - December 7, 2009

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WINDSOR HEIGHTS, IA
Past

October 18, 2006 - July 15, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WINDSOR HEIGHTS, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2006
General Securities Representative Examination

Current Firm

BC
BSC CAPITAL PARTNERS, LLC
BOELMAN SHAW TAX AND FINANCIAL PLANNING | BSC CAPITAL PARTNERS, LLC

CRD#: 284338 / SEC#:

Iowa
Registered Investment Advisory firm - (10/7/2016 Approved)
Texas
Registered Investment Advisory firm - (2/23/2021 Conditional Restricted)
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Contact information

Main Address
1031 Office Park Road Suite 4, West Des Moines, IA 50265
Mailing Address
Phone number
(515) 225-1185
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts687
AUM (Assets Under Management)$ 105,237,261

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

BSC CAPITAL PARTNERS, LLC

CRD#: 284338

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