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David E Eads

VITAL INVESTMENT MANAGEMENT LLC·LOVELAND, Colorado
Series 65Clean record13 years registeredVITAL INVESTMENT MANAGEMENT LLC
4045 ST. CLOUD DRIVE, LOVELAND, CO 80538CRD# 6058093Firm CRD# 300811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David E Eads · LOVELAND, CO
Registration
CRD #6058093 · VITAL INVESTMENT MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

VITAL INVESTMENT MANAGEMENT LLC
Mar 2019 – present
COLORADO FINANCIAL MANAGEMENT LLC
Feb 2016 – Apr 2019
Johnstown, CO
COLORADO FINANCIAL MANAGEMENT INC
Jan 2013 – Mar 2016
JOHNSTOWN, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 18, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VITAL INVESTMENT MANAGEMENT LLC
CRD 300811 · SEC 801-114889
AUM
$195M
Regulatory assets under management
Employees
5
744 client accounts
Services offered by VITAL INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VITAL INVESTMENT MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does David E Eads offer?
David E Eads specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOVELAND, Colorado for a consultation.
What are David E Eads's credentials?
David E Eads is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David E Eads located?
David E Eads is based in LOVELAND, Colorado, working with VITAL INVESTMENT MANAGEMENT LLC. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.
How does David E Eads charge for services?
David E Eads's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly recurring financial planning services fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITAL INVESTMENT MANAGEMENT LLC?
VITAL INVESTMENT MANAGEMENT LLC has approximately 5 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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