David Coors Sheaffer
Investment adviser representative at Curran Financial Partners, LLC
11 yearsExperience
1 stateRegistered in
$749.4MFirm assets
6 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
11 years in the industry.
- Curran Financial Partners, LLCMar 2022 to now
- Putnam Retail ManagementSep 2015 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Curran Financial Partners, LLC
$749.4MAssets managed
1,315Clients
16Advisers
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
- 6560307
- Firm CRD
- 281943