David L. Edmisten
PURE FINANCIAL ADVISORS
Prescott, AZ 86305
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CRD#: 5233684
Professional summary
David Lee Edmisten, CFP®, who also goes by David L Edmisten, David Edmisten, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Prescott, Arizona.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals in their 50's and early 60's who are planning to retire early, typically within the next 3 years, or who recently retired. Visit www.nextphasefp.com to learn more. I can help you answer these important questions:
Have I saved enough to retire early and not run out of money?
Am I paying too much in taxes?
Are my investments set up correctly for retirement?
Have I made the correct plans for Social Security, my employer benefits and healthcare?
I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently.
We are located in Prescott, AZ and meet with our clients across the nation virtually.
I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
David L Edmisten | David Edmisten
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.
David Edmisten is contracted out as a Consultant with Addition Wealth as of 12/5/23, a separate and unaffiliated Registered Investment Advisory firm located at 43 W 23rd St. New York, NY 10010. David provides financial education to Addition Wealth's users. This activity takes up approximately 10% of David's total time and approximately 5% of David's time during trading hours. Next Phase Financial Planning does not refer clients to Addition Wealth, and Addition Wealth does not refer clients to Next Phase Financial Planning. Addition Wealth partners with employers to provide employees ("User(s)") with access to customized tools, guides, dashboards and individual sessions with financial professionals. Through its interactive platform, Addition Wealth seeks to partner with Users to understand their unique needs and to craft a comprehensive approach to support financial wellness. Addition Wealth provides resources and tools for, among other financial wellness topics, assistance with understanding equity compensation.
CRS (Client Relationship Summary) - RIA
Click below to view David Lee Edmisten'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®
CFP®
Start date: 2013
Experience
Current
March 6, 2025 - Present
PURE FINANCIAL ADVISORS, LLC
Office #1: 3623 Crossings Dr. Suite 104, Prescott, AZ 86305RIA
CRD#: 144316
Prescott, AZ
Past
August 4, 2022 - March 17, 2025
NEXT PHASE FINANCIAL PLANNING
RIA
CRD#: 322738
PRESCOTT, AZ
Past
November 17, 2015 - August 2, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Alpharetta, GA
Past
November 9, 2015 - August 2, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Alpharetta, GA
Past
October 11, 2011 - October 26, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROSWELL, GA
Past
October 7, 2011 - October 26, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROSWELL, GA
Past
October 22, 2009 - March 12, 2010
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
October 20, 2009 - March 12, 2010
E*TRADE SECURITIES LLC
BD
CRD#: 29106
ALPHARETTA, GA
Past
January 1, 2008 - October 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ALPHARETTA, GA
Past
January 1, 2008 - October 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ALPHARETTA, GA
Past
December 18, 2006 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
OXNARD, CA
Past
December 5, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
OXNARD, CA
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".
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)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(3/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
171
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,199 |
| AUM (Assets Under Management) | $ 8,023,229,867 |
Red Flags
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Company Information
PURE FINANCIAL ADVISORS, LLC
CRD#: 144316Prescott, AZ 86305TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
