David Peel, CFP®

David Peel, CFP®

As a lifelong resident of Montana, David grew up here in the Helena valley. He started his career with IDS as a Financial Advisor and spent several years as a District Manager.

After obtaining his Certified Financial Planner™ credentials from the College for Financial Planning in Denver in 1993, David ventured out as an independent Financial Advisor. His experience in the financial services arena spans over thirty years.

In that time he has guided many hundreds of clients through the financial planning process to create retirement plans, accumulate wealth for education costs and assist clients in navigating the sometimes turbulent investment markets. 

David holds the following FINRA registrations: S1, S24, S63, S65, and S7.

He holds securities licenses in the states of Alaska, Arizona, California, Colorado, Idaho, Florida, Montana, Nevada, Oregon, Texas, Virginia, Washington, and Wyoming, and is registered as an Investment Advisor in Montana and Virginia.

David is also licensed with the state of Montana for life and health products so that he can assist client with life, health, and long term care insurance needs.


We appreciate referrals

We appreciate referrals from satisfied clients. Should you have friends or family members in need of services of a financial adviser please consider using the link below to direct them to our site.