David Hultstrom has been President, Portfolio Manager of Financial Architects since April 2001, is a control person of the firm and directly owns 75% or more of it.
Financial Architects, LLC is a Woodstock, GA firm with $199M under management, 100 clients and 3 advisers in one office, as of its February 2026 filing.
David Hultstrom is co-founder and chief investment officer of Financial Architects. He has served as a local chapter board member of the Financial Planning Association and as a regional board member of the National Association of Personal Financial Advisors. He has taught hundreds of courses nationwide for CPAs, financial planners, investment managers, and other professionals.
- Financial Architects, LLCCurrent– present · 20 yearsWoodstock, GA · Adviser representative · Firm CRD 116027
Professional designations
Listed by Financial Architects
- Chartered Financial Analyst (CFA)
- Certified Investment Management Analyst (CIMA)
- Chartered Alternative Investments Analyst (CAIA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Certified Private Wealth Advisor (CPWA)
Investment adviser representative registrations
David Hultstrom is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2006; the most recent is Texas, in October 2017.
- GeorgiaSince 2 June 2006
- TexasResidentSince 5 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2001 |
| Series 7 | General Securities Representative Examination | 18 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 July 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Earl Hultstrom
- CRD
- 1968772
- Firm
- Financial Architects · CRD 116027
- Role
- President, Portfolio Manager
- Office
- 302 CREEKSTONE RIDGE, Woodstock, GA 30188
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialarchitectsllc.com
Where does David Hultstrom work?
David Hultstrom has been President, Portfolio Manager of Financial Architects, LLC since April 2001, and is a control person of the firm.
Is David Hultstrom a financial advisor?
Yes. David Hultstrom has a current investment-adviser registration in Georgia and Texas, through Financial Architects since December 2005.
How many years of experience does David Hultstrom have?
David Hultstrom has 23 years in the financial industry, since January 2003, across 1 adviser firm.
What exams has David Hultstrom passed?
David Hultstrom has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1989.
Where is David Hultstrom based?
David Hultstrom’s registered office is in Woodstock, GA.
Is David Hultstrom registered with FINRA?
No. David Hultstrom has no current broker registration.
Is David Hultstrom a CFP?
Financial Architects lists David Hultstrom with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
Source: David E. Hultstrom biography, financialarchitectsllc.com
Is David Hultstrom a CFA charterholder?
Financial Architects lists David Hultstrom with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: David E. Hultstrom biography, financialarchitectsllc.com
How can I verify David Hultstrom’s record?
Search CRD 1968772 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Hultstrom’s full registration record.
