David Dedman
Advisor at Pulse Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pulse Wealth
Location
Lexington, KY
Credentials
ChFC®, Series 63, Series 65
Industry experience
32 years
About
David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.
Expertise
Based on Pulse Wealth
Wealth management
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
$6,600 annually ($550 per month) flat fee for wealth management services
Minimum fee: $6,600 annually ($550 per month) flat fee for wealth management services Fee-only: Flat annual fee of $6,600 for wealth management services, paid monthly in advance
Location
Lexington, KY
Most active in
David D has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Kentucky · Ohio · Texas
Work history
Lexington Wealth Management, Inc. d/b/a Pulse Wealth
2022 - Present (4 years)
Cambridge Investment Research Advisors
2015 - 2022 (7 years)
Cambridge Investment Research, Inc.
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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