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David Eric Baysinger

Crusonia Wealth Advisors LLC

Castle Rock, CO

Denver, CO

CRD 4526012

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Employer firm

Crusonia Wealth Advisors LLC CRD 330057

$1.18B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Crusonia Wealth Advisors Llc

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-13
TX RA APPROVED 2024-03-13
  • CO RA
    APPROVED
    Since 2024-03-13
  • TX RA
    APPROVED
    Since 2024-03-13

Branch Locations

333 Perry Street Suite 306, Castle Rock, CO 80104 • United States

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frontier Wealth Management, Llc Lone Tree CO 01/2015 01/2021
Wealthsource Partners, Llc Castle Rock CO 01/2021 06/2024
Crusonia Wealth Advisors Llc Denver CO 03/2024 Present
  • 01/2015 → 01/2021
    Frontier Wealth Management, Llc
    Lone Tree, CO
  • 01/2021 → 06/2024
    Wealthsource Partners, Llc
    Castle Rock, CO
  • 03/2024 → Present
    Denver, CO
Previous Registrations
  • 2021-01-15 → 2024-06-07
    Wealthsource®
    Castle Rock, CO
    Castle Rock, CO
    Castle Rock, CO
    Castle Rock, CO
  • 2015-04-20 → 2021-01-15
    Lone Tree, CO
    Leawood, KS
  • 2014-02-05 → 2015-03-25
    Comprehensive Personal Financial Advisors
    Lone Tree, CO
  • 2009-04-14 → 2011-12-31
    Global Wealth Management Llc
    Greenwood Village, CO
  • 2005-05-20 → 2008-09-15
    Denver, CO
  • 1998-09-03 → 2003-04-30
    Deloitte Investment Advisors Llc
    Omaha, NE
Other Businesses

1) ELSENSOHN & ASSOCIATES, P.C.; NOT INVESTMENT RELATED; 333 PERRY ST. SUITE 306, CASTLE ROCK, COLORADO 80104 ; PUBLIC ACCOUNTING FIRM; ASSOCIATE; JANUARY 15, 2021 START DATE; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING, TAX PLANNING, AND TAX FORM PREPARATION AND FILING DUTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-08-07
  • S66 Uniform Combined State Law Examination
    1998-08-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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