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David Coors Sheaffer

Curran Financial Partners, LLC

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About David Coors Sheaffer

David Sheaffer is an investment advisor representative with Curran Financial Partners, LLC. He is registered to provide investment advice in South Carolina. David Sheaffer has experience in the financial services industry, including positions at Putnam Retail Management Limited Partnership and Southern Methodist University. He has a Series 7, Series 6, Series 63 and Series 65 licenses.

Firm Information

David Sheaffer is currently registered with Curran Financial Partners, LLC. Curran Financial Partners, LLC is an investment advisor headquartered in DANIEL ISLAND, SC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, investment companies, and high-net-worth individuals. They manage approximately $472,730,420 in assets.
Curran Financial Partners, LLC

115 RIVER LANDING DR

DANIEL ISLAND, SC 29492

$472.73M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Sheaffer’s Registration & Firm History

SC

01/01/2025 - Present

Curran Financial Partners, LLC (DANIEL ISLAND SC)

MA

11/30/2015 - 03/07/2022

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

IA

Issued 12/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Coors Sheaffer.
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