David Demming
David Demming is a CFP-designated registered investment advisor at Demming Financial Services CORP., based in Aurora, OH, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 752 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable above $7,500,000.
Fee Estimator
Location
13 New Hudson Rd., Aurora, OH, 44202
Get directionsHistory
Regulatory History (13)
Customer Dispute
August 1995Customer Dispute
July 1994Customer Dispute
December 1993Customer Dispute
October 1992Customer Dispute
September 1992Customer Dispute
June 1992Customer Dispute
December 1991Customer Dispute
December 1991Customer Dispute
November 1991Customer Dispute
July 1991Customer Dispute
January 1991Customer Dispute
April 1988Customer Dispute
Other Business ActivitiesSells Insurance
David is a registered investment adviser representative at Demming Financial Services, Inc., spending nearly full-time managing client assets and preparing financial plans. He also works as an independent insurance agent selling life, long-term care, and disability insurance, and as a loan originator, dedicating minimal time to each.
Employment History
Current Registrations
Demming Financial Services CORP.
Previous Registrations
Coordinated Capital Securities, INC.
State Registrations1 state
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.