David Idso has been an investment adviser representative at Interactive Financial Advisors since November 2013, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
- – present · 12 yearsChamplin, MN · Adviser representative · Firm CRD 125117
Investment adviser representative registrations
David Idso is registered as an investment adviser representative in Minnesota, since November 2013.
- MinnesotaSince 1 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 1981 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Percy Idso
- CRD
- 1018648
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- Champlin, MN
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does David Idso work?
David Idso is an investment adviser representative registered through Interactive Financial Advisors, Inc. since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is David Idso a financial advisor?
Yes. David Idso has a current investment-adviser registration in Minnesota, through Interactive Financial Advisors since November 2013.
How many years of experience does David Idso have?
David Idso has 12 years in the financial industry, since October 2013, across 1 adviser firm.
What exams has David Idso passed?
David Idso has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 1981.
Where is David Idso based?
David Idso’s registered office is in Champlin, MN.
Is David Idso registered with FINRA?
No. David Idso has no current broker registration.
How can I verify David Idso’s record?
Search CRD 1018648 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Idso’s full registration record.