David V. Walquist

INVESTIFI WEALTH MANAGEMENT LLC

Kimberly, ID

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CRD#: 7440815

Professional summary

David Vern Walquist, who also goes by David Vern Walquist, David Walquist, is a registered financial advisor currently at INVESTIFI WEALTH MANAGEMENT LLC located in Kimberly, Idaho.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Vern Walquist | David Walquist

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 Walquist is a partner at Moore Van Engelen Pollow CPAs Chtd. At times, he may refer clients between IWM and Moore Van Engelen Pollow CPAs Chtd when appropriate, but will not receive any compensation in exchange for the referral.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Vern Walquist'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®

None

Experience

Current

October 18, 2021 - Present

INVESTIFI WEALTH MANAGEMENT LLC

RIA

CRD#: 316755

Kimberly, ID

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

Idaho
(10/18/2021)

IAR

Nevada
(1/11/2023)

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

Current Firm

INVESTIFI WEALTH MANAGEMENT LLC

CRD#: 316755 / SEC#:

Idaho

Registered Investment Advisory firm - (10/12/2021 Approved)

Nevada

Registered Investment Advisory firm - (1/11/2023 Approved)

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Contact information

Main Address

Kimberly, ID

Mailing Address

148 Blue Lakes Blvd N Ste 201, Twin Falls, ID 83301

Phone number

(208) 312-0715

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 2,123,138

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 V. Walquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Vern Walquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTIFI WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

INVESTIFI WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTIFI WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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