Demars Financial Group LLC

Demars Financial Group LLC (CRD# 116257) is a financial advisory firm headquartered in Spokane, WA. They manage $76,539,346 in 484 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $158,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, ID, OR, TX, UT, WA

Financial Advisors at Demars Financial Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
Peter N. Bock
CRD#: 1295728
104 S Freya Suite 218, Lilac Flag Bldg, Spokane, WA 99202
93
Wealthminder
score

Peter Bock (CRD# 1295728) is an Investment Advisor Representative working at Demars Financial Group LLC in Spokane, WA and has over 33 years of experience in the finance industry.

2
David T. Demars
CRD#: 2903749
805 Frontage Rd #200a, Kenai, AK 99611
86
Wealthminder
score

David Demars (CRD# 2903749) is an Investment Advisor Representative working at Demars Financial Group LLC in Kenai, AK and has over 20 years of experience in the finance industry. David Demars has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Theodore M. Demars
CRD#: 64951
805 Frontage Rd #200a, Kenai, AK 99611
86
Wealthminder
score

Theodore Demars (CRD# 64951) is an Investment Advisor Representative working at Demars Financial Group LLC in Kenai, AK and has over 32 years of experience in the finance industry.

4
Parley P. Giles
CRD#: 1062137
805 Frontage Rd #200a, Kenai, AK 99611
73
Wealthminder
score

Parley Giles (CRD# 1062137) is an Investment Advisor Representative working at Demars Financial Group LLC in Kenai, AK and has over 35 years of experience in the finance industry.

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