David Settelmyer has been an investment adviser representative at Latitude Advisors since November 2009, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
David Settelmyer’s longest registration is the current one, 16 years at GWN Securities Inc. since 2009. Before joining Latitude Advisors in 2009, David Settelmyer was registered through Medallion Advisory Services, LLC and Next Financial Group, Inc.
- GWN Securities Inc.Also current– present · 16 yearsSt. Charles, IL · Adviser representative and broker · Firm CRD 128929
- Latitude Advisors, LLCCurrent– present · 16 yearsSchaumburg, IL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 2 yearsSt. Charles, IL · Adviser representative · Firm CRD 113788
- Next Financial Group, Inc.– · 4 yearsSt. Charles, IL · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
David Settelmyer is registered as an investment adviser representative in Illinois, since November 2009.
- IllinoisSince 23 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2000 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 May 2000 |
| Series 7 | General Securities Representative Examination | 24 February 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 July 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Glenn Settelmyer
- CRD
- 2519384
- Firm
- Latitude Advisors · CRD 151001
- Office
- 1821 WALDEN OFFICE SQUARE, #400, Schaumburg, IL 60173
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Settelmyer work?
David Settelmyer is an investment adviser representative registered through Latitude Advisors, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is David Settelmyer a financial advisor?
Yes. David Settelmyer has a current investment-adviser registration in Illinois, through Latitude Advisors since November 2009.
How many years of experience does David Settelmyer have?
David Settelmyer has 32 years in the financial industry, since October 1994, across 4 adviser firms.
What exams has David Settelmyer passed?
David Settelmyer has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 26 and Series 65. The earliest, the Series 6, was passed in July 1994. FINRA credited David Settelmyer with the SIE, which began in October 2018.
Where did David Settelmyer work before Latitude Advisors?
Before Latitude Advisors, David Settelmyer was registered through Next Financial Group, Inc., June 2002 to February 2007.
Where is David Settelmyer based?
David Settelmyer’s registered office is in Schaumburg, IL.
Is David Settelmyer registered with FINRA?
Yes. David Settelmyer has a current broker registration, under CRD 2519384.
Source: FINRA BrokerCheck
How can I verify David Settelmyer’s record?
Search CRD 2519384 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Settelmyer’s full registration record.