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Current Employers
Demars Financial Group Llc

420 N Evergreen Ste 300, Spokane Valley, WA 99216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-07-17
AK RA APPROVED 2006-04-12
WA RA APPROVED 1999-03-23
  • TX RA
    APPROVED_RES
    Since 2014-07-17
  • AK RA
    APPROVED
    Since 2006-04-12
  • WA RA
    APPROVED
    Since 1999-03-23

Branch Locations

420 N Evergreen Ste 300, Spokane Valley, WA 99216 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Demars Financial Services Spokane WA 01/1997 Present
Crown Capital Securities, Lp Orange CA 03/2006 05/2024
Northwest Financial Advisors Spokane WA 01/2006 01/2017
Fidelity Financial Services Kenai AK 01/2017 Present
Lpl Financial Llc Kenai AK 05/2024 Present
  • 01/1997 → Present
    Demars Financial Services
    Spokane, WA
  • 03/2006 → 05/2024
    Crown Capital Securities, Lp
    Orange, CA
  • 01/2006 → 01/2017
    Northwest Financial Advisors
    Spokane, WA
  • 01/2017 → Present
    Fidelity Financial Services
    Kenai, AK
  • 05/2024 → Present
    Lpl Financial Llc
    Kenai, AK
Previous Registrations
Other Businesses

1) 05/07/2024 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 1/1/2006 - 120 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Demars Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 06/09/2026 - Non Variable (Fixed) Insurance - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 01/01/2006 - 8 hours per month/ 4 hours during trading 3) 06/15/2026 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/1/2024 - 120 Hrs/Mo; 60 Hrs During Trading 4) 06/17/2026 - Retirement Plan Specialists Inc - Non-Inv Related - Spokane Valley, WA - Third Party Administrator (TPA) - Start Date 01/12/2024 - 4 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-11
S63 Uniform Securities Agent State Law Examination 1997-07-22
  • S65 Uniform Investment Adviser Law Examination
    1997-08-11
  • S63 Uniform Securities Agent State Law Examination
    1997-07-22
Designations

View on SEC IAPD

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