David
Eads
Vital Investment Management LLC
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About this Advisor
David Eads is a certified financial planner who works in Loveland, Colorado, who has 4 years of relevant experience. Eads is currently employed by Vital Investment Management LLC. Over the course of their career, Eads has held roles at Colorado Financial Management LLC and Vital Investment Managment, LLC. Eads has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Colorado and Texas. Vital Investment Management LLC is an advisory company based in Loveland, CO. It oversees $158 million in total assets between its 622 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 622 accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules largely depend on which service is provided. Fee types charged by Vital Investment Management LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vital Investment Management LLC Brokerage Details
$157,690,010
5
622
$253,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
David Eads Work History
David has been registered as a financial advisor for 4 years.*
Vital Investment Managment, LLC
Colorado Financial Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Eads to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vital Investment Management LLC
Loveland, CO
Loveland, CO
Loveland, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
