David Theodore Demars
Investment adviser representative at Demars Financial Group LLC
29 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$374MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- LPL Financial LLCMay 2024 to now
- Fidelity Financial ServicesJan 2017 to now
- Demars Financial Group LLCMar 1999 to now
- Demars Financial ServicesJan 1997 to now
- Crown Capital Securities, LPMar 2006 to May 2024
- Northwest Financial AdvisorsJan 2006 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (AK, TX, WA).
Demars Financial Group LLC
$374MAssets managed
502Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2903749
- Firm CRD
- 116257