Wells Fargo Advisors
45yrs
Top advisor by experience in Grangeville
30yrs
David Wimer is a fiduciary financial advisor in Grangeville, Idaho, with 30 years in the industry. David joined LPL Financial in 2020, after 12 years at EK Riley Investments and a year at EK Riley Advisors. David holds the CFA designation.
One of 8 advisors with offices in Grangeville, and one of 8 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 15% by experience in Idaho
Office217 E Main St, Grangeville, ID 83530
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowLPL Financial LLCCurrent firm
- 2008 – 2020EK Riley Investments, LLCPreviously
- Sep 2006 – Dec 2007EK Riley Advisors, LLCPreviously
- May 2004 – Jun 2005First Allied Securities, Inc.Previously
- Jun 2002 – May 2004Ragen Mackenzie Investment Services, LLCPreviously
Contact David
217 E Main StGrangeville, ID 83530Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Wimer. David works from the Grangeville, ID office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 30 years. Top 15% by experience in Idaho.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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