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David Timothy Drumhiller

Advisor at OSAIC — Pullman, WA

Updated today

Credentials

CFP®, Series 66

Experience

19 years

Location

Pullman, WA 99163

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,559 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

David Drumhiller is a CFP®-certified financial advisor with 19 years of industry experience, currently with OSAIC since 2024. His prior roles include positions at LPL Financial, Washington State Employee Credit Union, WSECU Investment Management, and COUNTRY FINANCIAL. He serves as a commissioner for the City of Pullman and is a member of the advisory council for the Pullman Regional Hospital Foundation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a wide network of affiliated advisors. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Pullman, WA

1615 NE Eastgate Blvd, Suite G2 W, Mailbox #9

Pullman WA 99163

Advisors at this office

1

Most active in

Texas · Washington

Work history

19 years of industry experience

OSAIC

2024 - Present • 2 years

Pullman, WA

LPL Financial

2017 - 2024 • 7 years

Pullman, WA

Washington State Employee Credit Union

2017 - 2024 • 7 years

Pullman, WA

WSECU Investment Management

2011 - Present • 15 years

Pullman, WA

COUNTRY FINANCIAL

2011 - 2017 • 6 years

Bellevue, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James T

Series 66

Pullman, WA

Atrato Asset Management LLC

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 16 years of industry experience. He has led Atrato Asset Management since its founding in 2009. Atrato Asset Management LLC provides discretionary and non-discretionary investment advisory and family office services primarily to wealthy family groups and high-net-worth individuals. The firm focuses on portfolio construction, asset allocation, manager selection, and ongoing oversight, typically operating on a non-discretionary basis and utilizing fundamental and cyclical analysis alongside third-party managers and private funds.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
user avatar

Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.

General retirement planning Income planning Passive / index investing
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Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Jerald L

CFP®, PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Nathan S

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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