David Percy Idso

Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2013-11-01

MN RA
APPROVED

Since 2013-11-01

Branch Locations

Champlin, MN • 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
Idso Financial Services	Champlin	MN	01/2003	Present
Interactive Financial Advisors	Oak Brook	IL	10/2003	Present

01/2003 → Present

Idso Financial Services

Champlin, MN
10/2003 → Present

Interactive Financial Advisors

Oak Brook, IL

Other Businesses

1. IDSO FINANCIAL SERVICES) NON-INVST RELATED I AM SOLE PROPRIETOR AND HAVE NO OTHER EMPLOYEES. I SELL LIFE , HEALTH DISABILITY, PROPERTY CASUALTY AND GROUP INSURANCE. 20 HOURS PER WEEK STARTED 1973 2. INTERACTIVE FINANCIAL ADVISORS INVST RELATED 2215 YORK RD # 306 OAK BROOK IL 60523 INDEPENDENT CONTRACTOR ADVISORY SERVICES 30 HOURS PER WEEK STARTED 10/2003

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-10-24
S63	Uniform Securities Agent State Law Examination	1981-11-20

S65 Uniform Investment Adviser Law Examination

2013-10-24
S63 Uniform Securities Agent State Law Examination

1981-11-20

Other Names

Dave Idso

View on SEC IAPD