David William Tschetter
Investment adviser representative at Tschetter Group
14 yearsExperience
2 statesRegistered in
$2.4BFirm assets
7 yearsFirm in business
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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
14 years in the industry.
- Ddd Partners, LLC dba Tschetter GroupJul 2019 to now
- Tschetter GroupMay 2019 to now
- Purshe Kaplan Sterlings InvestmentsOct 2017 to now
- Tschetter Wealth AdvisorsOct 2017 to Jul 2019
- D.A. Davidson & Co.Feb 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Tschetter Group
Legal name: Ddd Partners, LLC
$2.4BAssets managed
517Clients
15Advisers
7 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
- 6027955
- Firm CRD
- 301548