Advisor at Verus Capital Partners, LLC
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
Verus Capital Partners, LLC
Location
Great Falls, MT 59405
Credentials
Series 63, Series 65
Industry experience
29 years
David Deffinbaugh is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Avantax Advisory Services, and Securities America Advisors. He is also a member of the Cascade County Zoning Board of Adjustment. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.
Based on Verus Capital Partners, LLC
Based on Verus Capital Partners, LLC
Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable
$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%
IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees
Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour
Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually
1219 13th St S
Great Falls, MT 59405
Montana
Verus Capital Partners
2023 - Present (3 years)
LPL Financial
2021 - Present (5 years)
Avantax Advisory Services
2019 - 2021 (2 years)
Avantax Insurance Agency, LLC
2019 - 2021 (2 years)
Avantax Investment Services, Inc.
2019 - 2021 (2 years)
Northwest Investment Advisors, Inc
2016 - 2019 (3 years)
BD Properties, LLC
2016 - Present (10 years)
Deffinbaugh Financial Services, Inc
2014 - Present (12 years)
Securities America Advisors, Inc.
2009 - 2016 (7 years)
Securities America, Inc.
2009 - 2016 (7 years)
David Deffinbaugh, Cpa Pc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Series 63, Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
CFP®
Great Falls, MT
Interactive Financial Advisors
Series 65
Great Falls, MT
Investment Management Group
Series 66
Great Falls, MT
First Command Advisory Services
Series 63, Series 65
Great Falls, MT
Sequent Planning, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")