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DS

David G. Smestuen

COYLE
Glenview, IL 60026
Some features on this profile are disabled
CRD#: 7449682
DS

Professional summary

David Geoffrey Smestuen is a registered financial advisor currently at COYLE located in Glenview, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Geoffrey Smestuen'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

June 27, 2022 - Present

COYLE

Office #1: 2700 Patriot Blvd. Suite 440, Glenview, IL 60026
RIA
CRD#: 110593
Glenview, IL

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".
CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA
Registered Investment Advisory firm - (7/22/1982 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
Illinois
(6/27/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2022
Uniform Investment Adviser Law Examination

Current Firm

CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA
Registered Investment Advisory firm - (7/22/1982 Approved)
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Contact information

Main Address
2700 Patriot Blvd. Suite 440, Glenview, IL 60026
Mailing Address
Phone number
(847) 441-5644
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts2,381
AUM (Assets Under Management)$ 922,183,434

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.

Company Information

COYLE

CRD#: 110593Glenview, IL 60026

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