Unclaimed Profile

David Michael Smith

INTERVEST INTERNATIONAL, INC.·COLORADO SPRINGS, Colorado

SIE, Series 1, Series 7, Series 24, Series 63, Series 99TOCFP21 years registeredINTERVEST INTERNATIONAL, INC.

1980 DOMINION WAY, SUITE 202, COLORADO SPRINGS, CO 80918CRD# 850797Firm CRD# 111516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Smith · COLORADO SPRINGS, CO

Registration

CRD #850797 · INTERVEST INTERNATIONAL, INC. · 21 years registered

Brand Profile

Not yet started

Career History

AUSDAL FINANCIAL PARTNERS, INC.

Feb 2025 – present

AUSDAL FINANCIAL PARTNERS, INC.

Oct 2024 – Dec 2024

VERO BEACH, FL

INTERVEST INTERNATIONAL, INC.

Aug 2005 – Mar 2025

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · August 12, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2026Customer Dispute·Settled

2025Customer Dispute·Settled

2024Customer Dispute·Settled

2023Customer Dispute·Settled

7 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTERVEST INTERNATIONAL, INC.

CRD 111516 · SEC 801-66615

AUM

$40M

Regulatory assets under management

Employees

356 client accounts

Services offered by INTERVEST INTERNATIONAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTERVEST INTERNATIONAL, INC. →

Introduction

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Frequently Asked Questions

What services does David Michael Smith offer?

David Michael Smith specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are David Michael Smith's credentials?

David Michael Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Michael Smith located?

David Michael Smith is based in COLORADO SPRINGS, Colorado, working with INTERVEST INTERNATIONAL, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does David Michael Smith charge for services?

David Michael Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: split fees from third-party money managers or rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERVEST INTERNATIONAL, INC.?

INTERVEST INTERNATIONAL, INC. has approximately 16 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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