David Donald Moenning
Investment Adviser Representative at Heritage Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Donald Moenning is an investment adviser representative with Heritage Capital Advisors, LLC in Arvada, CO, where they have been registered since 2020. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Eastsound Capital Advisors, LLC and Sowell Management Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Colorado.
Registrations & licenses
- Investment adviser:
- California, Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ridge PublishingApr 2005 – Feb 2022Evergreen, CO
- Sowell Management ServicesDec 2015 – Dec 2017North Little Rock, AZ
- Heritage Capital LLCMay 2018 – Aug 2020Woodbridge, CT
- Eastsound Capital AdvisorsMay 2019 – Jan 2025Eastsound, WA
- Heritge Capital AdvisorsAug 2020 – no end date reportedArvada, CO
- Clarus Wealth AdvisorsJan 2025 – no end date reportedPeoria, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Heritage Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0195
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Arvada, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Donald Moenning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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