David Cutshall
David Cutshall is a registered investment advisor at Edward Jones, based in Sioux Falls, SD, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
6340 S Western Ave Suite 150, Sioux Falls, SD, 57108
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2015Customer Dispute
December 2003Other Business ActivitiesSells Insurance
David is a fixed insurance agent selling life, health, annuities, and long-term care products, dedicating a few hours per week. He also serves as Vice President of Sioux Falls Right to Life and Deacon of Missions at Sioux Falls Church of Christ, each requiring minimal time. David owns David Cutshall LTD for business expense management, also requiring minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investment Management & Research, INCBroker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.