DI
DI

David Percy Idso

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

Champlin, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is a sole proprietor of IDSO Financial Services, selling various insurance products including life, health, disability, property casualty, and group insurance since 1973. This takes about half of David's time. David also works as an independent contractor providing advisory services for Interactive Financial Advisors, dedicating about 10-20% of his time since 2003.

Employment History
Current Registrations
Interactive Financial Advisors
November 2013 - Present · 12 yrs 3 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.