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David Wayne Tomfohrde

ST. Bernard Financial Services, Inc.

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About David Wayne Tomfohrde

David Wayne Tomfohrde is a financial advisor with St. Bernard Financial Services, Inc. located in Maplewood, Minnesota. David Wayne Tomfohrde has been in the industry since October 15, 1993. David Wayne Tomfohrde holds the Series 63, Series 7 and SIE licenses. David Wayne Tomfohrde also has a previous affiliation with Cambridge Investment Research, Inc. and Ameriprise Financial Services, Inc. In addition, David Wayne Tomfohrde has a special designation for independent insurance agent for various independent insurance companies.

Firm Information

David Tomfohrde is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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David Tomfohrde’s Registration & Firm History

MN

04/16/2019 - Present

ST. Bernard Financial Services, Inc. (Maplewood MN)

MN

08/23/2013 - 03/27/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (MAPLEWOOD MN)

MN

05/06/1993 - 03/12/2013

AMERIPRISE FINANCIAL SERVICES, INC. (ARDEN HILLS MN)

MN

05/06/1993 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for David Wayne Tomfohrde. Review regulatory record here.
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