David W. Tschetter

TSCHETTER GROUP

Bellevue, WA 98004

Some features on this profile are disabled

CRD#: 6027955

Professional summary

David William Tschetter is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 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.

1) DDD Partners, LLC dba Tschetter Group; INVESTMENT RELATED; SEE REGISTERED BRANCH OFFICE LOCATION; FINANCE; PRINCIPAL; 10/2017; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; PROVIDE INVESTMENT ADVISE AND FINANCIAL PLANS FOR CLIENTS 2) FIXED INSURANCE; NOT INVESTMENT RELATED; 305 108TH AVE NE SUITE 102 BELLEVUE, WA 98004; FIXED INSURANCE; INSURANCE AGENT; 10/2017; 1 HOUR/MONTH; 20 MINUTES/MONTH DURING SECURITIES HOURS; PROVIDE INVESTMENT ADVISE FOR CLIENTS AND FINANCIAL PLANNING. CLIENTS SOMETIMES HAVE A NEED FOR FIXED INSURANCE AD I SEARCH THE MARKET FOR THE BEST POSSIBLE INSURANCE TO FIT THEIR NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Tschetter'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

May 1, 2019 - Present

TSCHETTER GROUP

Office #1: 2155 112th Ave Ne, Bellevue, WA 98004

RIA

CRD#: 301548

Bellevue, WA

Past

October 6, 2017 - May 6, 2019

TSCHETTER WEALTH ADVISORS

RIA

CRD#: 289738

Bellevue, WA

Past

October 6, 2017 - October 7, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bellevue, WA

Past

January 11, 2013 - October 8, 2017

D.A. DAVIDSON & CO.

RIA

CRD#: 199

BELLEVUE, WA

Past

April 2, 2012 - October 8, 2017

D.A. DAVIDSON & CO.

CRD#: 199

BELLEVUE, WA

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".

TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA

Registered Investment Advisory firm - (5/1/2019 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

Texas
(5/1/2019)

IAR

Washington
(5/1/2019)

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

IAR

Series 65

Date: 1/10/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2012

General Securities Representative Examination

Current Firm

TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160

RIA

Registered Investment Advisory firm - (5/1/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2155 112th Ave Ne, Bellevue, WA 98004

Mailing Address

Phone number

(425) 998-9960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TSCHETTER GROUP ADV 2A 10.16.2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	1,330
AUM (Assets Under Management)	$ 2,137,933,323

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/19/2025	Cover Page	Report
02/19/2025	Cover Page	Report

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.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David W. Tschetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Tschetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TSCHETTER WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

TSCHETTER GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2013

Series 63

Date: 6/18/2012

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2012

Current Firm

TSCHETTER GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TSCHETTER GROUP

TRUST BUT VERIFY

Similar Advisors