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David Weimer

29 Years of Experience
Glenwood Springs, CO
Broker

David Weimer is a registered investment advisor, based in Glenwood Springs, CO, with 29 years of industry experience.

Location

5317 County Road 154, Suite 204A, Glenwood Springs, CO, 81601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is the owner and president of Weimer Wealth Management, LLC, working there about half his time. He serves as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - April 2023 · 16 yrs 2 mos
Edward JonesBroker
April 1999 - April 2023 · 24 yrs
PFS Investments INC.Broker
November 1996 - March 1999 · 2 yrs 4 mos
State Registrations31 states
AZCACOCTDCDEFLHIIAIDILINMAMDMEMIMNMOMTNCNHNMOHORPASCSDTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
David Weimer - Financial Advisor | TrueAdvisor