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David Youngmark

Advisor at key Investment Services LLC

Updated today

Location

Enumclaw, WA 98022

Credentials

Series 63, Series 65, Series 66

Industry experience

15 years

About

David Youngmark is a financial advisor with Key Investment Services LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. He has worked at Key Investment Services and KeyBank since 2012. Outside of his advisory role, he performs live music as a guitarist and singer. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

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 Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.

Location

1212 Cole St.

Enumclaw, WA 98022

Most active in

Washington

Work history

Key Investment Services

2021 - Present (5 years)

key Investment Services

2012 - 2021 (9 years)

KEY BANK

2012 - 2021 (9 years)

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
user avatar

Joseph D

Series 63

Auburn, WA

J Dostal Investments

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

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 in Enumclaw, WA, holding a Series 65 designation with three years of industry experience. He has been with Firewall Capital Management since 2021. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm manages approximately $56 million across about 184 clients with a team of four advisors, offering integrated financial planning and portfolio management based on modern portfolio theory and tactical asset allocation.

Wealth management Real estate investing Life insurance needs analysis Retired Self-Employed Founder/Business Owner
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Heath R

Series 63, Series 65

Enumclaw, WA

Firewall Capital Management

Heath Rainwater is a financial advisor at Firewall Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Firewall since 2006. Outside of his financial advisory role, he serves as a firefighter with the Seattle Fire Department and has been the head pastor at Grace Point Northwest Community Church since 2013, where he also volunteers mentoring and teaching through the Full Gospel Church of Jesus Christ. Firewall Capital Management is a small discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm manages approximately $56 million across about 184 clients, offering integrated financial planning and using a modern portfolio theory and tactical asset allocation approach tailored to clients’ goals and risk tolerances.

Wealth management Real estate investing Life insurance needs analysis Retired Self-Employed 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 24 years of industry experience, currently serving as an advisor at Firewall Capital Management since 2011. She holds Series 63 and Series 65 licenses and is based in Enumclaw, WA. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm integrates financial planning with portfolio management and employs modern portfolio theory and tactical asset allocation tailored to client goals and risk tolerances.

Wealth management Real estate investing Life insurance needs analysis Retired Self-Employed Founder/Business Owner
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King R

Series 65

Enumclaw, WA

Firewall Capital Management

King Rainwater is a financial advisor at Firewall Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Firewall in 2022, his work history includes roles at Convoy and A.C. Moate, among others. Outside of his advisory work, he owns Glass Capture, a business consulting service for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm employs modern portfolio theory and tactical asset allocation, integrating financial planning at no separate charge and providing specialized services to firefighters and their families.

Wealth management Real estate investing Life insurance needs analysis Retired Self-Employed Founder/Business Owner
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