David E. Eads
VITAL INVESTMENT MANAGEMENT LLC
LOVELAND, CO 80538
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CRD#: 6058093
Professional summary
David E Eads, CFP® is a registered financial advisor currently at VITAL INVESTMENT MANAGEMENT LLC located in Loveland, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 3 firms and has passed the Series 65 exam.
Biography
Do you want an advisor that is passionate about investment management and financial planning? You’ve arrived at the right place!
The founder of Vital Investment Management – David Eads – has had an affection for investments since he was 8 years old. It all started with his 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two. He’s been hooked on investment research and planning ever since.
Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide you with consultative guidance to meet your financial goals. Dave works very hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients through meaningful conversations that will create relationships that last for generations. He is adept in providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.
Staying up to date with all the latest economic data and proprietary market data, Dave advises his clients in all facets of their financial plan. Dave is the Chairman of Vital Investment Management’s Investment Committee. Dave has strong and effective working relationships with other many professionals in the financial industry.
He has a vast, comprehensive knowledge of tactical investment strategies, financial planning, and an eye for uncommon or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Business Succession Planning
Investment Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Corporate Executives
Divorce Planning
Entrepreneurs
Estate & Generational Planning...
What is your minimum asset requirement?
250K
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)Something Canadian, LLC; Not investment-related; Loveland, Colorado; Mobile Home Sales; Co-Owner; Start date May 2016; Approximately 3 hours per month, 0 during securities trading hours. 2)Estate Navigation Services, LLC, Not investment-related; 4045 St. Cloud Drive, Suite 220, Loveland, CO; a company that assists with its customers with coordinating and understanding legal documents, tax filings, transfer of ownership/retitling assets and assisting with distribution of assets to beneficiaries; 50% owner and Partner; start date 5/15/2023; Approximately 1 hour per month, 0 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view David E Eads'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: 2014
Experience
Current
March 22, 2019 - Present
VITAL INVESTMENT MANAGEMENT LLC
Office #1: 4045 St. Cloud Drive Suite 220, Loveland, CO 80538RIA
CRD#: 300811
LOVELAND, CO
Past
February 5, 2016 - April 9, 2019
COLORADO FINANCIAL MANAGEMENT LLC
RIA
CRD#: 113216
Johnstown, CO
Past
January 18, 2013 - March 2, 2016
COLORADO FINANCIAL MANAGEMENT INC
RIA
CRD#: 110845
JOHNSTOWN, CO
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".
VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC
CRD#: 300811 / SEC#: 801-114889
RIA
Registered Investment Advisory firm - (3/22/2019 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
Colorado(3/22/2019)
IAR
Texas(3/22/2019)
Current Firm
VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC
CRD#: 300811 / SEC#: 801-114889
RIA
Registered Investment Advisory firm - (3/22/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4045 St. Cloud Drive Suite 220, Loveland, CO 80538
Mailing Address
Phone number
(970) 776-3316
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 227,648,343 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
