David E Eads

Financial advisor at Vital Investment Management LLC · Loveland, CO

Last updated 2026-10-10

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David E Eads is a financial advisor at Vital Investment Management LLC in Loveland, CO, CRD 6058093. Licenses and exams on the registration: Series 65. IAPD registration began 2013-01-18.

Registration

CRD number
6058093
Registration status
Active
IAPD registration
2013-01-18
Industry Experience
13 years
Work Experience
14 years
States registered
CO, TX

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2012-04 to 2019-03 · Colorado Financial Management LLC · Johnstown, CO
  • 2019-02 to Present · Vital Investment Managment, LLC · Loveland, CO

Current employment

SEC IAPD record for David E Eads

Vital Investment Management LLC

Regulatory AUM
$283,940,978
Registered advisors
5
Offices
3
Clients per advisor
79.8 (Moderate)
Average AUM per client
$711.6K (Low)
High-net-worth client ratio
24.8% (Moderate)

Vital Investment Management LLC: advisors, services and reported ETF investments

About

David E Eads is a CFP® financial advisor at Vital Investment Management LLC in Loveland, CO. Reported securities licenses include Series 65. The latest record indicates 13 years of industry experience and 14 years of reported work history.

Vital Investment Management LLC's firm-level Form ADV reports 5 advisors across 3 offices; approximately 79.8 clients per advisor, average assets per client of $711,632, and regulatory AUM of $283.9M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Educational Seminars or Workshops.

What this firm offers

Filed by Vital Investment Management LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Location

4045 St. Cloud Drive, Loveland, CO 80538

5 advisors at this office.

Vital Investment Management office in Loveland, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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