David Kenneth Musser

Current Employers

Musser Financial Planning, Llc

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-02-22

AZ RA
APPROVED

Since 2019-02-22

Branch Locations

Scottsdale, AZ • 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

Organization	City	State	From	To
Financial Engines	Phoenix	AZ	02/2016	11/2018
Musser Financial Planning, Llc	Scottsdale	AZ	10/2018	Present
N/A	Scottsdale	AZ	11/2018	12/2018

02/2016 → 11/2018

Financial Engines

Phoenix, AZ
10/2018 → Present

Musser Financial Planning, Llc

Scottsdale, AZ
11/2018 → 12/2018

N/A

Scottsdale, AZ

Previous Registrations

2016-02-24 → 2018-11-23

Edelman Financial Engines

Phoenix, AZ

Other Businesses

David Kenneth Musser is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Musser Financial Planning, LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any Musser Financial Planning, LLC representative in such individual's outside capacities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-10-06

S63 Uniform Securities Agent State Law Examination

2008-10-06

Designations

Other Names

David K Musser

View on SEC IAPD