David M. Imhoff
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Michael Imhoff, CFP®, who also goes by David Imhoff, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2018. David had worked at 3 firms and has passed the Series 65 exam.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 7, 2026 - September 24, 2026
FACET
August 15, 2025 - April 8, 2026
FISHER INVESTMENTS
April 16, 2018 - May 15, 2025
MULTNOMAH GROUP, INC.
Primary Firm SEC Registration
FACET
CRD#: 285961 / SEC#: 801-108767
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Current Firm
FACET
CRD#: 285961 / SEC#: 801-108767
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 43,934 |
| AUM (Assets Under Management) | $ 7,603,700,943 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 |
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.
