David Noland is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 14 years of industry experience.
Location
13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921
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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 investment advisor representative (IAR) with Summit Wealth Group LLC, spending full-time hours servicing clients. He also works as an insurance agent providing insurance advice, dedicating minimal time to this activity. David owns Parrhesia, LLC, a support company for his advisory and insurance businesses, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
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