Advisors at this firm
David D
CFP®, ChFC®, Series 63, Series 65
Spokane Valley, WA
Demars Financial Group LLC
David Demars is a CFP® and ChFC® with 28 years of industry experience. He is currently with Demars Financial Group LLC and has previously worked at LPL Financial, Fidelity Financial Services, Crown Capital Securities, and Northwest Financial Advisors. Outside of his advisory work, he owns Retirement Plan Specialists Inc., a business focused on retirement plan services. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, among other methods, to construct and monitor customized portfolios.
Brent S
CFP®, ChFC®, Series 63
Spokane Valley, WA
Demars Financial Group LLC
Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.
Taylor D
CFP®, Series 66
Spokane Valley, WA
Demars Financial Group LLC
Taylor Demars is a CFP® professional with five years of industry experience, currently serving at Demars Financial Group LLC in Spokane Valley, WA. He has worked at several firms including LPL Financial and Crown Capital Securities, LP. Outside of his advisory role, he is involved with Flocks and Fields, LLC, a non-investment-related business. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, along with customized and model portfolios, to serve a range of clients including high-net-worth individuals.
Richard K
Series 65
Spokane Valley, WA
Demars Financial Group LLC
Richard Kennedy is a financial advisor at Demars Financial Group LLC in Spokane Valley, WA. He holds a Series 65 designation and has recently entered the industry. His prior experience includes roles at Flocks and Fields LLC and McGriff Insurance Services, as well as self-employment and positions in education. Demars Financial Group LLC offers discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs a variety of investment strategies, including fundamental and technical analysis, to construct customized and model portfolios.