David Vervelde, financial advisor Omaha NE
93 score

David Vervelde

CRD Number: 1097723
Current Firm: Vsr Advisory Services

David Vervelde (CRD# 1097723) is an Investment Advisor Representative working at Vsr Advisory Services in Omaha, NE and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Tlw Wealth Management, LLC Omaha, NE Jul 2016 - Current < 1
Vsr Financial Services, Inc. Overland Park, KS Sep 2012 - Current 4
Vsr Advisory Services, Inc. Overland Park, KS Sep 2012 - Current 4
Robert W. Baird & Company Incorporated Omaha, NE Aug 1993 - Sep 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for David L. Vervelde
Phone Number: 913-498-2900
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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