David Coors Sheaffer

Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → 03/2022
  Putnam Retail Management
  Andover, MA
• 03/2022 → Present
  Curran Financial Partners
  Charleston, SC

Previous Registrations

• 2018-01-05 → 2022-03-07
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-20
• S63 Uniform Securities Agent State Law Examination
  2015-11-24