David Chapman, financial advisor Des Moines IA

David Chapman

CRD Number: 5816542
Current Firm: Btc Capital Management

David Chapman (CRD# 5816542) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Btc Capital Management Des Moines, IA Apr 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for David H. Chapman
Phone Number: 515-245-5638
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    3,621
    MILLIONS
  • Total Number of Accounts
    2,310
    ACCOUNTS
  • Average Account Value
    $1,567,618
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, IA, NE, SD, TX

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