David Deffinbaugh
David Deffinbaugh is a registered investment advisor at Verus Capital Partners, LLC, based in Great Falls, MT, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.
Fee Estimator
Location
1219 13th St S, Great Falls, MT, 59405
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates Deffinbaugh Financial Services, Inc. as a DBA for his LPL business and as an insurance agency, co-owns BD Properties LLC (real estate rental), is a non-profit board member for Cascade County Zoning Board of Adjustment, owns David Deffinbaugh, CPA PC (tax prep/accounting), and provides investment advisory services through Verus Capital Partners, LLC. He spends about half his time on Verus Capital Partners, LLC and nearly full-time on his CPA business.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Metropolitan Financial Services, INC.
Metropolitan Investment Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Wma Securities, INC.Broker
Washington Square Securities, INC.Broker
State Registrations5 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.
Exams
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