DI
ChFC
DI
ChFC
David Irwin is a ChFC-designated registered investment advisor, based in Sullivan, MO, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Sullivan, MO
Get directionsHistory
Regulatory History (2)
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Financial
April 2017Final
Customer Dispute
October 1999Denied
Other Business ActivitiesSells Insurance
David is an insurance agent selling life, health, and disability insurance, dedicating a few hours per week. He also owns Cherie Irwin Photography, LLC, a graphic and web design business, and works as a financial advisor for Paramount Financial, LLC, spending about a quarter of his time there.
Employment History
Current Registrations
Empower Financial Services, INC.
August 2025 - Present · 1 yr 2 mos
Empower Advisory Group, LLC
August 2025 - Present · 1 yr 2 mos
Empower Financial Services, INC.Broker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - August 2025 · 2 yrs 2 mos
Cetera Advisor Networks LLC
August 2017 - June 2023 · 5 yrs 10 mos
Cetera Wealth Services, LLCBroker
August 2017 - August 2025 · 8 yrs
Cetera Advisor Networks LLC
August 2017 - August 2017 · 0 mos
The Oak Ridge Financial Services Group, INC
February 2016 - August 2017 · 1 yr 6 mos
The Oak Ridge Financial Services Group, INC.Broker
February 2016 - August 2017 · 1 yr 6 mos
BMO Harris Financial Advisors, INC.Broker
January 2015 - March 2016 · 1 yr 2 mos
BMO Harris Financial Advisors, INC
January 2015 - March 2016 · 1 yr 2 mos
U.S. Bancorp Investments, INC.
October 2010 - January 2015 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
October 2010 - January 2015 · 4 yrs 3 mos
PNC Investments
May 2010 - October 2010 · 5 mos
PNC InvestmentsBroker
November 2009 - October 2010 · 11 mos
Natcity Investments, INC.Broker
July 2006 - November 2009 · 3 yrs 4 mos
Sws Financial ServicesBroker
October 2000 - June 2006 · 5 yrs 8 mos
Dean Witter Reynolds INC.Broker
May 1999 - September 2000 · 1 yr 4 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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