DS
DS

David a Shields

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

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Location

S Valley Hwy, 8310, Englewood, CO, 80112

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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 ActivitiesSells Insurance

David is an independent insurance agent/owner at Wealth Watch Partners, Inc. since 2019. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2017 - Present · 8 yrs 5 mos
State Registrations3 states
MNNCTX
Advisor
Exams
No exam information available for this advisor.
David A Shields - Financial Advisor | TrueAdvisor