David Denniston
David Denniston is a CFA-designated registered investment advisor at Centurion Financial Strategies LLC, based in Bloomington, MN, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 105 clients with $78M 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 $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
3600 American Blvd W Suite 655, Bloomington, MN, 55431
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 is an independent insurance agent selling non-variable insurance products and helps clients evaluate life insurance, disability income insurance, and fixed annuities. He also serves as president of multiple real estate sales/rental/property management LLCs, is an owner in hard money lending, and owns a mastermind event company.
Employment History
Current Registrations
Centurion Financial Strategies LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
The Capital Advisory Group Advisory Services, LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Aig Financial Advisors, INC.Broker
Snider Retirement Strategies
Sunamerica Securities, INC.Broker
Edward JonesBroker
State Registrations4 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.