David Allen Curtin

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2024 → Present
  Equity Services, Inc.
  Montpelier, VT
• 05/2023 → Present
  Mountain Peak Wealth Solutions
  Kalispell, MT
• 05/2022 → 05/2023
  Cellular Plus Verizon
  Kalispell, MT
• 07/2021 → 05/2022
  Montana State University
  Bozeman, MT
• 08/2017 → 07/2021
  Super 1 Foods
  Kalispell, MT
• 09/2013 → 08/2017
  Kalispell Middle School
  Kalispell, MT
• 08/2017 → 06/2021
  Kalispell High School
  Kalispell, MT

Other Businesses

*MOUNTAIN PEAK WEALTH SOLUTIONS. 20 VILLAGE LOOP KALISPELL MT 59901. INV REL. THIS IS MY LIFE INSURANCE AND FIXED ANNUITY BUSINESS. MY POSITION IS FINANCIAL SERVICES REPRESENTATIVE. THIS STARTED 06/2023 AND ONGOING. I WORK FULL TIME, DURING TRADE HRS. MY DUTIES ARE TO PROSPECT NEW CLIENTS, MEET WITH CLIENTS, AND SELL INSURANCE PRODUCTS. *TRUE PATH FINANCIAL PARTNERS. 20 VILLAGE LOOP ROAD, KALISPELL MT. INV REL. JULY 2024. DBA NAME FOR MARKETING, INCLUDED ON THE WEBSITE AS A TEAM MEMBER. NO DUTIES. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-22

Other Names

• David Curtin