David Paul Feiler

Employer firm

Westmark Wealth Management CRD 334109

$195M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Next Financial Group Inc
  Houston, TX
• 06/2013 → Present
  Westmark Wealth Management
  Phoenix, AZ

Previous Registrations

• 2013-06-10 → 2025-01-06
  Next Financial Group, Inc.
  Irvine, CA
  Redlands, CA
  Tucson, AZ
  Phoenix, AZ
  Tempe, AZ
• 2011-01-04 → 2012-12-31
  Securian Financial Services, Inc.
  Tucson, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2004-02-10 → 2007-12-31
  Marathon Advisors, Inc
  Phoenix, AZ

Other Businesses

1) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 2) EXECUTIVE COUNCIL CHARITIES; NON-INVESTMENT RELATED; 4114 E. INDIAN SCHOOL ROAD, PHOENIX, AZ 85018; NON-PROFIT ORGANIZATION; EXECUTIVE BOARD MEMBER; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CHAIRMAN OF THE BOARD.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-11

Other Names

• David Feiler