David Fink has been an investment adviser representative at Lifestyle Freedom Advisory Group since July 2018, and is not listed among the firm’s executive officers or direct owners. David Fink holds an MBA from the University of Florida.
Lifestyle Freedom Advisory Group, LLC is a Bradenton, FL firm with $157M under management, 189 clients and 5 advisers across 3 offices, as of its March 2026 filing.
David Fink is Partner & Lead Advisor of Lifestyle Freedom Advisory Group, based in Sarasota, FL. He has been involved in the financial services industry for over 25 years and has helped clients with investments, tax, estate, creditor and business issues. He has bought, operated and sold businesses and has been involved in commercial and residential investment real estate.
David Fink’s longest registration is the current one, 8 years at Lifestyle Freedom Advisory Group since 2018. Before joining Lifestyle Freedom Advisory Group in 2018, David Fink was registered through Tsa Management Inc and Rogan & Associates.
- Colorado Financial Service CorporationAlso current– present · 6 yearsBoone, NC · Adviser representative and broker · Firm CRD 104343
- – present · 8 yearsAdviser representative · Firm CRD 283512
- Tsa Management Inc– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 106440
- Rogan & Associates– · 7 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 42762
Professional designations
Listed by Lifestyle Freedom Advisory Group
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
David Fink is registered as an investment adviser representative in 2 states. The first approvals date from July 2018; the most recent is North Carolina, in July 2019.
- FloridaSince 13 July 2018
- North CarolinaSince 10 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2008 |
| Series 7 | General Securities Representative Examination | 1 July 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Richard Fink
- CRD
- 2392636
- Firm
- Lifestyle Freedom Advisory Group · CRD 283512
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lifestylefreedom.com
Where does David Fink work?
David Fink is an investment adviser representative registered through Lifestyle Freedom Advisory Group, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Fink a financial advisor?
Yes. David Fink has a current investment-adviser registration in Florida and North Carolina, through Lifestyle Freedom Advisory Group since July 2018.
How many years of experience does David Fink have?
David Fink has 20 years in the financial industry, since June 2006, across 4 adviser firms.
What exams has David Fink passed?
David Fink has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in September 1995. FINRA credited David Fink with the SIE, which began in October 2018.
Where did David Fink work before Lifestyle Freedom Advisory Group?
Before Lifestyle Freedom Advisory Group, David Fink was registered through Tsa Management Inc, September 2015 to July 2018; Rogan & Associates, June 2008 to August 2015.
Is David Fink registered with FINRA?
Yes. David Fink has a current broker registration, under CRD 2392636.
Source: FINRA BrokerCheck
Is David Fink a CFA charterholder?
Lifestyle Freedom Advisory Group lists David Fink with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify David Fink’s record?
Search CRD 2392636 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Fink’s full registration record.
