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DAVID RUSSELL FJELDSTED
FJELDSTED, DAVID RUSSELL
CRD 117244
670 WEST SHEPARD LANE, SUITE 101, FARMINGTON, UT, 84025, United States
Phone
801-447-9392
Fax
801-447-4655
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$2.0M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Sole Proprietorship
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $2.0M |
Official SEC filing: View on IAPD