Skip to content

David Andrew Hinshaw

Investment adviser representative at Bmss Wesson Wealth Solutions
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$704MFirm assets

Are you David Andrew Hinshaw? Claim your profile

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
  • Seminars and workshops

Experience

11 years in the industry.

  1. Bmss Wesson Wealth Solutions, LLCFeb 2025 to now
  2. Oneascent Wealth ManagementSep 2020 to Jan 2025
  3. Christian Medical Ministry of AlabamaOct 2017 to Sep 2020
  4. Auburn University Honors CollegeJun 2015 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (AL).

Bmss Wesson Wealth Solutions

Legal name: Bmss Wesson Wealth Solutions, LLC

$704MAssets managed
265Clients
9Advisers
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
7334258
Firm CRD
282792
Advisor's SEC record (opens in a new tab)
CallContact this firm