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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Fee-Only Financial Advisors,ltd.

David A. Theis

CRD 2015952 · Palatine, IL

At a glance

David A. Theis is an investment adviser representative with Fee-Only Financial Advisors,ltd. in Palatine, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1998, about 28 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Fee-Only Financial Advisors,ltd.Since July 1998Palatine, IL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1998 (28 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

David’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.