Wayne F. Demeester

SOLTIS INVESTMENT ADVISORS

Sammamish, WA

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CRD#: 870494

Professional summary

Wayne Floran Demeester, who also goes by Wayne Demeester, is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Sammamish, Washington.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Wayne has worked at 6 firms and has passed the Series 65, Series 63, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wayne Demeester

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.

MEMBER OF BYU MARRIOTT SCHOOL OF BUSINESS ENTRPRENEUR ADVISORY BOARD PATNER FOR THE DEMEESTER FAMILY PARNTERSHIP. Partner in Blue Sky inc. BOD of Vesiflo inc. CO-OWNER - B1-17 INVESTOR IN R.R. STOLWORTHY, INC. PARTNER IN THE PATHFINDER TOTAL RETURN FUND PARTNER JW ENTERPRISES BOARD MEMBER VESIFLO, A MEDICAL DEVICE COMPANY. MR. DEMEESTER IS A LICENSED INSURANCE AGENT IN THE STATE OF WASHINGTON.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Floran Demeester'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

February 16, 2016 - Present

SOLTIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 154690

Sammamish, WA

Past

May 2, 2012 - April 10, 2018

DEFINITIVE ADVISORS LLC

RIA

CRD#: 160307

BELLEVUE, WA

Past

September 19, 1997 - September 14, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BELLEVUE, WA

Past

June 17, 1994 - October 4, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BELLEVUE, WA

Past

May 26, 1989 - June 27, 1994

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 25, 1988 - June 29, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

August 27, 1979 - May 19, 1988

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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".

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 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

Washington
(2/16/2016)

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 65

Date: 1/27/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 10/9/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 8/18/1979

General Securities Representative Examination

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

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Contact information

Main Address

20 North Main Suite 400, St. George, UT 84770

Mailing Address

Phone number

(435) 674-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLTIS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,499
AUM (Assets Under Management)	$ 8,352,553,865

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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Advisor Monitoring

Firm Stability Insights

Wayne F. Demeester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Floran Demeester's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEFINITIVE ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

DREXEL BURNHAM LAMBERT INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/1992

Series 63

Date: 4/29/1980

Series 5

Date: 10/9/1981

Series 7

Date: 8/18/1979

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLTIS INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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