LPL Financial
42yrs
Top advisor by experience in Loveland
14yrs
David Eads is a fiduciary financial advisor in Loveland, Colorado, with 14 years in the industry. After three years at Colorado Financial Management, David joined Vital Investment Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFP® designation.
One of 148 advisors with offices in Loveland, and one of 138 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 60% of advisors at Vital Investment Management
Office4045 St. Cloud Drive Suite 220, Loveland, CO 80538
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$719,338
Advisors at the firm5
States licensed ?1 state
Services through Vital Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowVital Investment Management LLCCurrent firm
- 2016 – 2019Colorado Financial Management LLCPreviously
- 2013 – 2016Colorado Financial Management Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Vital Investment Management at 970-776-3316 and ask for David Eads. David works from the Loveland, CO office.
How long has David been a financial advisor?
David has been in the industry since 2013, about 14 years. More experience than 60% of advisors at Vital Investment Management.
What licenses does David hold?
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?
Vital Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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