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David B. Morrison

TREASURE VALLEY FINANCIAL PLANNING
MERIDIAN, ID 83642
Some features on this profile are disabled
CRD#: 5463175
DM
David Bruce MorrisonTREASURE VALLEY FINANCIAL PLANNING

Professional summary

David Bruce Morrison, CFP®, who also goes by David Morrison, is a registered financial advisor currently at TREASURE VALLEY FINANCIAL PLANNING located in Meridian, Idaho.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

David Morrison

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.
Real Estate Ownership; ZRU, LLC; Commercial; Boise, ID 83709; Not Investment Related; July 2019. Business Ownership; MAM, LLC; Owner; Personal Service Company for Business Expenses; Boise, ID 83705; Not Investment Related; Jan 2011; 1-9 hours per month; 0 during trading hours/ Idaho Brewing Company, LLC; Owner; Brewing supply company. Business is not operational at this time; Boise, ID 83705; Not Investment Related; May 2009; 0 hours per month; 0 during trading hours. Mr. Morrison is a licensed insurance agent/broker. He may offer insurance products and receive fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Morrison will act in the client’s best interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Bruce Morrison'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

May 27, 2026 - Present

TREASURE VALLEY FINANCIAL PLANNING

Office #1: 3715 E. Overland Road Ste 205, Meridian, ID 83642
RIA
CRD#: 341732
MERIDIAN, ID
Past

August 4, 2017 - August 10, 2026

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 170602
Meridian, ID
Past

November 8, 2013 - August 11, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOISE, ID
Past

November 8, 2013 - August 11, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOISE, ID
Past

March 5, 2008 - November 22, 2013

WADDELL & REED

RIA
CRD#: 866
BOISE, ID
Past

February 21, 2008 - November 22, 2013

WADDELL & REED

BD
CRD#: 866
BOISE, ID

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
Idaho
(5/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2008
General Securities Representative Examination

Current Firm

TV
TREASURE VALLEY FINANCIAL PLANNING
TREASURE VALLEY FINANCIAL PLANNING | TVFP, LLC

CRD#: 341732 / SEC#: 801-136321

RIA
Registered Investment Advisory firm - (5/21/2026 120-Day Approval)
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Contact information

Main Address
3715 E. Overland Road Ste 205, Meridian, ID 83642
Mailing Address
Phone number
(208) 789-0888
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/27/2026)

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

TREASURE VALLEY FINANCIAL PLANNING

CRD#: 341732Meridian, ID 83642

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