David Bruce Morrison
Investment adviser representative at Treasure Valley Financial Planning
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336MFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Treasure Valley Financial PlanningApr 2026 to now
- Morrison Asset ManagementJan 2011 to now
- Idaho Brewing Company, LLCMay 2009 to now
- Clear Creek Financial Management, LLC dba TvfpAug 2017 to Aug 2026
- Ameriprise Financial Services, Inc.Nov 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (ID).
Treasure Valley Financial Planning
Legal name: Tvfp, LLC
$336MAssets managed
541Clients
8Advisers
Under 1 yearIn 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
- 5463175
- Firm CRD
- 341732