David William Stelpstra
Investment adviser representative at BMO Nesbitt Burns Securities Ltd.
17 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 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 assets
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.
- BMO Nesbitt Burns Securities Ltd.Jul 2023 to now
- BMO Nesbitt Burns Inc.Aug 2009 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
BMO Nesbitt Burns Securities Ltd.
$1.2BAssets managed
1,086Clients
35Advisers
10 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
- 8198702
- Firm CRD
- 281337