DS
CFA · CFP
DS
CFA · CFP

David Robert Seufer

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

Aurora, CO

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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 Founder, CCO, and Wealth Advisor for Gravitas Wealth Planning, a solo RIA. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Nectarine
May 2024 - November 2024 · 6 mos
Gravitas Wealth Planning
April 2023 - November 2025 · 2 yrs 7 mos
Wealthsource®
September 2019 - November 2022 · 3 yrs 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - July 2019 · 1 yr
Strategic Advisers LLC
July 2013 - July 2018 · 5 yrs
Fidelity Brokerage Services LLCBroker
July 2013 - July 2019 · 6 yrs
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
July 2011 - February 2013 · 1 yr 7 mos
Bancwest Investment Services, INC.Broker
July 2011 - February 2013 · 1 yr 7 mos
Transamerica Financial Advisors, INC.
September 2009 - July 2011 · 1 yr 10 mos
Transamerica Financial Advisors, INCBroker
June 2009 - July 2011 · 2 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.