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David Theodore Demars

DEMARS FINANCIAL GROUP LLC·SPOKANE VALLEY, Washington
SIE, Series 7, Series 24, Series 63, Series 65CFPChFC27 years registeredDEMARS FINANCIAL GROUP LLC
420 N EVERGREEN, SPOKANE VALLEY, WA 99216CRD# 2903749Firm CRD# 116257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Theodore Demars · SPOKANE VALLEY, WA
Registration
CRD #2903749 · DEMARS FINANCIAL GROUP LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

DEMARS FINANCIAL GROUP LLC
Mar 1999 – present
ESI FINANCIAL ADVISORS
Dec 1998 – Apr 2006
SPOKANE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 11, 1998
Years registered · 27
Professional designations · CFP, ChFC
03

Disclosure History

2012Customer Dispute·Settled
2002Customer Dispute·Withdrawn

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
DEMARS FINANCIAL GROUP LLC
CRD 116257 · SEC 801-112885
AUM
$232M
Regulatory assets under management
Employees
3
452 client accounts
Services offered by DEMARS FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DEMARS FINANCIAL GROUP LLC →
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05

Frequently Asked Questions

What services does David Theodore Demars offer?
David Theodore Demars specializes in Financial Planning, Investment Management. Contact their office in SPOKANE VALLEY, Washington for a consultation.
What are David Theodore Demars's credentials?
David Theodore Demars holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Theodore Demars located?
David Theodore Demars is based in SPOKANE VALLEY, Washington, working with DEMARS FINANCIAL GROUP LLC. Their office serves clients in the SPOKANE VALLEY metropolitan area and surrounding communities.
How does David Theodore Demars charge for services?
David Theodore Demars's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEMARS FINANCIAL GROUP LLC?
DEMARS FINANCIAL GROUP LLC has approximately 3 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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