David Chavez is a ChFC-designated registered investment advisor, based in Overland Park, KS, with 1 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8826 Santa Fe Dr, Ste 100, Overland Park, KS, 66212
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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.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.Broker
July 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.
July 2025 - Present · 1 yr 3 mos
State Farm Investment Management CORP.
July 2025 - Present · 1 yr 3 mos
State Registrations2 states
KSMO
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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