David Ryan Vollmer
Investment adviser representative at Precision Financial Services
20 yearsExperience
2 statesRegistered in
CFADesignation
$435.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Pfs Partners, LLCJun 2008 to now
- Precision Financial ServicesDec 2006 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Precision Financial Services
Legal name: Pfs Partners, LLC
$435.6MAssets managed
528Clients
10Advisers
13 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
- 4088139
- Firm CRD
- 147872