David R. Ybarra

ASPIRED WEALTH

Loveland, CO

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CRD#: 6469419

Professional summary

David Rey Ybarra, CFP® is a registered financial advisor currently at ASPIRED WEALTH located in Loveland, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 6 firms and has passed the Series 66, Series 63, 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.

David R. Ybarra, Sole Proprietor; investment related; Loveland, CO; Insurance; Insurance agent; 03/2023; 40 hours per month; 20 during securities trading; insurance sales and service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rey Ybarra'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

April 8, 2024 - Present

ASPIRED WEALTH

RIA

CRD#: 330891

Loveland, CO

Past

June 14, 2021 - January 16, 2024

CONSILIO WEALTH ADVISORS, LLC

RIA

CRD#: 314466

LOVELAND, CO

Past

July 31, 2020 - June 14, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SEATTLE, WA

Past

July 31, 2020 - June 14, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SEATTLE, WA

Past

July 13, 2018 - March 27, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

March 16, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BELLEVUE, WA

Past

May 6, 2015 - March 27, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BELLEVUE, WA

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
(4/8/2024)

IAR

Texas
(4/26/2024)

IAR

Washington
(7/11/2024)

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 66

Date: 3/4/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/2015

General Securities Representative Examination

Current Firm

ASPIRED WEALTH

ASPIRED WEALTH | ASPIRED WEALTH PLANNING LLC

CRD#: 330891 / SEC#:

Colorado

Registered Investment Advisory firm - (4/8/2024 Approved)

Texas

Registered Investment Advisory firm - (4/26/2024 Approved)

Washington

Registered Investment Advisory firm - (7/11/2024 Approved)

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Contact information

Main Address

Loveland, CO

Mailing Address

Po Box 2991, Loveland, CO 80539

Phone number

(970) 436-4007

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 2,100,000

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 R. Ybarra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rey Ybarra's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSILIO WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2016

Series 63

Date: 6/19/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/6/2015

Current Firm

ASPIRED WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPIRED WEALTH

TRUST BUT VERIFY

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