David Fullmer Owner,
Investment Adviser Representative*

David started his financial services career in 1998 as a licensed insurance professional. He became an investment adviser representative when he obtained his Series 65 license in 2006. He strives to make the process of discovery both enjoyable and rewarding. It is important to him that there is no undue pressure put on his clients’ lifestyle or loss of focus on their important financial goals. He believes information is a key factor in the process — the more you know, the more confident you can be with your retirement strategy.

David is adamant about his responsibility of helping his clients pursue their financial goals and objectives. David passed the Series 65 securities exam and holds both life and health insurance licenses in Idaho, Oregon, Washington, Utah, California, Texas and Montana.

David is a native Idahoan but has been fortunate to experience other countries as well as other parts of the United States. He is actively involved in many civic, business and church groups and a firm believer in giving back. He especially enjoys coaching youth sports, and with five sons, he has ample opportunity to get involved with their teams. David’s favorite pastime is spending time with his wife, Mari, and their “team”:  Dallin, Tyson, Jackson, Hayden and Hudson.

*David is an Investment Adviser Representative of AE Wealth Management.