David Tomfohrde, financial advisor Maplewood MN

David Tomfohrde

CRD Number: 2340862
Current Firm: St. Bernard Financial Services, Inc.

David Tomfohrde (CRD# 2340862) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Maplewood, MN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
St. Bernard Financial Services, Inc. Russellville, AR Mar 2019 - Current 5
Cambridge Investment Research Advisors Fairfield, IA Aug 2013 - Mar 2019 5
Cambridge Investment Research, Inc. Fairfield, IA Aug 2013 - Mar 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Tomfohrde
Phone Number: 479-967-1200
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $145,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA

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