David M. Verbeke

WEBB FINANCIAL GROUP

Bloomington, MN 55431

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CRD#: 5818813

Professional summary

David Michael Verbeke is a registered financial advisor currently at WEBB FINANCIAL GROUP located in Bloomington, Minnesota.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Verbeke'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 13, 2014 - Present

WEBB FINANCIAL GROUP

Office #1: 8120 Penn Avenue South Suite 177, Bloomington, MN 55431

RIA

CRD#: 106617

Bloomington, MN

Past

September 9, 2010 - April 9, 2012

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

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".

WEBB FINANCIAL GROUP

WEBB ADVISORS INCORPORATED | WEBB FINANCIAL GROUP, LLC | WEBB FINANCIAL GROUP

CRD#: 106617 / SEC#: 801-39985

RIA

Registered Investment Advisory firm - (9/17/1991 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

Minnesota
(1/13/2014)

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

Series 63

Date: 9/15/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/8/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEBB FINANCIAL GROUP

WEBB ADVISORS INCORPORATED | WEBB FINANCIAL GROUP, LLC | WEBB FINANCIAL GROUP

CRD#: 106617 / SEC#: 801-39985

RIA

Registered Investment Advisory firm - (9/17/1991 Approved)

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Contact information

Main Address

8120 Penn Avenue South Suite 177, Bloomington, MN 55431

Mailing Address

Phone number

(952) 837-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEBB FINANCIAL FORM ADV 2A JANUARY 2022 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,870
AUM (Assets Under Management)	$ 371,209,000

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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David M. Verbeke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Verbeke's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBB FINANCIAL GROUP

ADP BROKER-DEALER, INC.

Primary Firm SEC Registration

WEBB FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/15/2010

Series 6

Date: 9/8/2010

Current Firm

WEBB FINANCIAL GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEBB FINANCIAL GROUP

TRUST BUT VERIFY

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