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David Edward Youngmark

Advisor at Key Investment Services LLC — Enumclaw, WA

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

16 years

Location

Enumclaw, WA 98022

Key Investment Services LLC logo

Key Investment Services LLC

Enterprise

Total advisors

650

Across 358 offices

Clients per advisor

53 Typical

Avg AUM per client

$254,267 Low

HNW client ratio

3% Low

About

David Youngmark is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Key Bank and Wells Fargo. Outside of finance, he performs live music as a guitarist and singer. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to deliver various investment and advisory services.

Client services

Based on Key Investment Services LLC

Portfolio management Selection of other advisers

Expertise

Based on Key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing

Occupation focus

Based on Key Investment Services LLC

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on Key Investment Services LLC

Retired Values-based investing

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually $1,000,001+: 1.00% annually

Other

Account minimum: $10,000 for most Core Programs (varies by program); $50,000 minimum for SMA Programs; $20,000 minimum for Choice Program (varies by manager $10k-$100k); $250,000 minimum for Advantage Program (varies by manager $10k-$100k); specific minimums per program ranging from $10,000 to $25,000 as detailed in Item 5 Fee-only: Advisor Fee portion of Client Fee is negotiable but will not exceed maximum annual rates above. Manager Fee and Platform Fee are additional and non-negotiable.

Location

See office

Enumclaw, WA

1212 Cole St.

Enumclaw WA 98022

Advisors at this office

1

Most active in

Washington

Work history

16 years of industry experience

Key Investment Services

2021 - Present • 5 years

Auburn, WA

key Investment Services

2012 - 2021 • 9 years

Puyallup, WA

Key Bank

2012 - 2021 • 9 years

Puyallup, WA

Wells Fargo Clearing

2011 - 2012 • 1 year

Puyallup, WA

Wells Fargo Investments, Llc

2010 - 2011 • 1 year

Puyallup, 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

Robin N

Series 63, Series 65

Covington, WA

Sprylen Wealth Management, LLC

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Active portfolio management Founder/Business Owner
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Joseph D

Series 63

Auburn, WA

J Dostal Investments

Joseph Dostal is the sole advisor at J Dostal Investments with 24 years of industry experience and holds the Series 63 designation. He has managed J Dostal Investments since 2001. J Dostal Investments provides discretionary investment management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm focuses on human-directed security selection of U.S. companies with strong fundamentals and dividend histories, integrating fundamental and technical analysis while occasionally employing options and margin strategies.

Active portfolio management Options & derivatives strategies
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Justus R

Series 65

Enumclaw, WA

Firewall Capital Management

Justus Rainwater is a financial advisor at Firewall Capital Management with four years of industry experience. He holds a Series 65 credential and has been with Firewall Capital Management since 2021. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm employs a tactical asset allocation approach combined with modern portfolio theory and offers financial planning services at no additional charge to advisory clients.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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Heath R

Series 63, Series 65

Enumclaw, WA

Firewall Capital Management

Heath Rainwater is a financial advisor with Firewall Capital Management in Enumclaw, WA, holding Series 63 and Series 65 licenses and 24 years of industry experience. Since 2013, he has served as head pastor at Grace Point Northwest Community Church and also volunteers mentoring and teaching for the Full Gospel Church of Jesus Christ. Additionally, he is employed as a firefighter with the Seattle Fire Department. Firewall Capital Management provides discretionary investment management and financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation using a range of securities, offering personalized services primarily on a discretionary basis.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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Virginia B

CFP®, Series 63, Series 65

Enumclaw, WA

Firewall Capital Management

Virginia Bruce is a CFP® professional with 25 years of industry experience. She has been with Firewall Capital Management in Enumclaw, WA, since 2011. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses. The firm’s investment approach combines modern portfolio theory with tactical asset allocation across various securities, managing approximately $66.9 million in client assets.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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King R

Series 65

Enumclaw, WA

Firewall Capital Management

King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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