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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Investifi Wealth Management LLC

David V. Walquist

CRD 7440815 · Kimberly, ID

At a glance

David V. Walquist is an investment adviser representative with Investifi Wealth Management LLC in Kimberly, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.

Current advisory firm

  • Investifi Wealth Management LLCSince October 2021Kimberly, ID · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (5 years)
Designations
Certified Financial Planner, Personal Financial Specialist
Exams
–
Registered in
2 states
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.