Donald Mark Safstrom
Investment adviser representative at Truvestments Capital LLC
46 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$660.8MFirm 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
Experience
46 years in the industry.
- Truvestments Capital LLCOct 2024 to now
- Safstrom Cpa's & Advisors, PllcJan 2024 to now
- Ameriprise Financial Advisors Inc.Nov 2017 to Feb 2022
- Financial Planners Northwest, Inc.Jun 2017 to Nov 2017
- Cambridge Investment Research Inc.Feb 2013 to Nov 2017
- Safstrom & Company, P.S.Jun 1980 to Dec 2023
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (WA).
Truvestments Capital LLC
$660.8MAssets managed
1,317Clients
16Advisers
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
- 2955281
- Firm CRD
- 291297