David Lambert Bear

Current Employers

Employment History

• 08/2015 → 04/2024
  Pruco Securities, Llc.
  Greenwood Village, CO
• 08/2015 → 04/2024
  Prudential Insurance Company Of America
  Greenwood Village, CO
• 04/2024 → Present
  Osaic
  Greenwood Village, CO
• 04/2024 → 07/2025
  The Ameriflex Group
  Las Vegas, NV
• 05/2025 → Present
  Nwf Advisory Services Inc.
  Greenwood Village, CO
• 11/2020 → Present
  Envision Financial Partners
  Greenwood Village, CO

Previous Registrations

• 2024-04-02 → 2025-07-03
  The Ameriflex Group
  Greenwood Village, CO
• 2015-08-13 → 2024-04-11
  Pruco Securities, Llc.
  Centennial, CO
  Englewood, CO
  Greenwood Village, CO
  Greenwood Village, CO
• 2009-07-24 → 2015-08-21
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Centennial, CO

Other Businesses

1. DAVID BEAR POSTION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes. NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/01/2008 BUSINESS ADDRESS: 9250 East Costilla Ave, STE 603, Greenwood Village CO 80112 DESCRIPTION: OTHER DUTIES: sell and service insurance 2. Bear Mountain Properties Durango One LLC POSTION: Managing Agent NATURE: Real Estate Investing INVESTMENT RELATED: NO. NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2017 BUSINESS ADDRESS: 1428 E Maplewood Ct, Centennial CO 80121 DESCRIPTION: Officer/Director DUTIES: Property Manger 3. MacLachlan Mineral LLC POSTION: Managing Agent NATURE: Oil and Gas partnership INVESTMENT RELATED: NO. NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2017 BUSINESS ADDRESS: 1428 E Maplewood Ct, Centennial CO 80121 DESCRIPTION: Officer/Director DUTIES: Accounts receivable and payable for LLC in partnership with my spouse 4. Envision Financial Partners POSTION: Financial Planner/Managing Partner NATURE: this is a registered trade name held out to the public, the business operates under bull bear bartz llc INVESTMENT RELATED: YES. NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2020 BUSINESS ADDRESS: 9250 East Costilla Ave, STE 603, Greenwood Village CO 80112 DESCRIPTION: Officer/Director DUTIES: Financial planning, general investment advice and portfolio management, insurance brokerage 5. Bull Bear Bartz LLC POSTION: Managing Partner/ Officer/Director NATURE: As Bull Bear Bartz LLC operates the office expenditures for a team of advisors and employees. INVESTMENT RELATED: NO. NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2020 BUSINESS ADDRESS: 9250 East Costilla Ave, STE 603, Greenwood Village CO 80112 DESCRIPTION: Officer/Director DUTIES: I am responsible for receivables and payables attributed to the operation of the LLC that allows its 2 Managing Partners to run the d/b/a; Envision Financial Partners 6. NWF Advisory Services, Inc POSTION: Investment Advisor Representative NATURE: Corporation, Registered Investment Advisor INVESTMENT RELATED: YES. NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/12/2009 BUSINESS ADDRESS: 9250 East Costilla Ave, STE 603, Greenwood Village CO 80112 DESCRIPTION: Officer/Director DUTIES: I provide advisory services such as wrap fee accounts and financial planning services. I dedicate approximately half my time to this activity 7. ENVISION RISK MANAGMENT POSITION: Affiliated Advisor NATURE: To act as writing Agent contracted with Midland National Life insurance under the GA contract approved for Matt Bartz as my Business Partner under the OBA of Envision Risk Management. Build an agency of producing life insurance reps to sell fixed life insurance products i.e. Term Insurance and Index Universal Life Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 07/06/2026 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Recruit and contract agents. Act as resource for case design and underwriting manager. Conduct joint work on client appointments.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-10
• S65 Uniform Investment Adviser Law Examination
  2009-07-23

Designations