DS
CFP
DS
CFP

David Kirk Stites

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

480 One Eleven Place, Cookeville, TN, 38506

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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 works as a financial advisor for Compass Advisory Partners, LLC and Csenge Advisory Group LLC, dedicating about half of his time and about a quarter of his time, respectively. He also sells life, health, and annuity contracts through Fidelis Financial Strategies, LLC, spending a few hours per week on this activity.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
June 2022 - Present · 3 yrs 8 mos
Compass Advisory Partners LLC
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2022 - November 2025 · 3 yrs 5 mos
Fsc Securities CorporationBroker
January 2015 - June 2022 · 7 yrs 5 mos
State Registrations14 states
AZCACOFLGAIAILKSMONVOKTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.