David Brian Short
Investment adviser representative at Investments & Financial Planning, LLC
9 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$318.7MFirm 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
- Seminars and workshops
Experience
9 years in the industry.
- Investments & Financial Planning, LLCJan 2012 to now
- Securities America, Inc.Sep 2020 to Jun 2021
- Securities Service Network, IncAug 2017 to Sep 2020
- Wfg Investments IncJun 2012 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Investments & Financial Planning, LLC
$318.7MAssets managed
751Clients
3Advisers
6 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
- 4521911
- Firm CRD
- 164333