Taylor David Demars
Investment adviser representative at Demars Financial Group LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$374MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- LPL Financial LLCMay 2024 to now
- Demars Financial Group LLCJan 2019 to now
- Crown Capital Securities, LPJan 2020 to May 2024
- ByuSep 2018 to Dec 2018
- Demars FinancialMay 2018 to Aug 2018
- Demars Financial GroupMay 2018 to Aug 2018
- ByuJan 2018 to Apr 2018
- TeslaAug 2017 to Dec 2017
- BoeingJun 2017 to Aug 2017
- Northwestern MutualJan 2017 to May 2017
- Wencor GroupApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (AK, TX, WA).
Demars Financial Group LLC
$374MAssets managed
502Clients
4Advisers
8 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
- 6733554
- Firm CRD
- 116257