David Tizekker
David Tizekker is a registered investment advisor at Simple Financial, LLC, based in Eagle, ID, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.
Fee Estimator
Location
1036 E Iron Eagle Dr, Suite 140, Eagle, ID, 83616
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2013Customer Dispute
September 2004Employment Separation After Allegations
September 2004Other Business ActivitiesSells Insurance
David is a master agent at Legacy Insurance & Financial Services, LLC, providing insurance sales and services since 2013. This activity is investment-related and takes nearly full-time, with about half of his time spent during SEC trading hours.
Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Key Investment Services LLC
Mcdonald Investments INC.
American Express Financial Advisors, INC.
State Registrations2 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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