David
Ybarra

Aspired Wealth

CRD#6469419
Investment Advisor
in Loveland, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Ybarra is a financial advisor based in Loveland, Colorado, working with Aspired Wealth. David has previously held positions at Northwestern Mutual Investment Services LLC, Fidelity Personal And Workplace Advisors, Consilio Wealth Advisors, LLC, Aspired Wealth Planning LLC, David R. Ybarra, Sole Proprietor, Fidelity Brokerage Services LLC, Strategic Advisers LLC, Buckle Inc, and Division Iv Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, David is part of Aspired Wealth, which operates out of Loveland, Colorado.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Office Location

Loveland, CO

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

David Ybarra Work History

2024 - Present (1 year)

Aspired Wealth Planning LLC

2023 - Present (2 years)

David R. Ybarra, Sole Proprietor

2021 - 2024 (3 years)

Consilio Wealth Advisors, LLC

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Fidelity Personal And Workplace Advisors

2016 - 2018 (2 years)

Strategic Advisers LLC

2015 - 2020 (5 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Buckle Inc

2007 - 2014 (7 years)

Division Iv Inc

Disclosures

Please visit the SEC profile of David Ybarra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started