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David Peter Leisring

Investment Adviser Representative at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

West Chester, OHCRD #7805517Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
4 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Peter Leisring has worked in the securities industry since 2023. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Florida, Indiana, Kentucky, and Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaIndianaKentuckyOhio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/9/2023
Series 7
General Securities Representative Examination
Passed 10/24/2023
SIE
Securities Industry Essentials Examination
Passed 9/5/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Berthel Fisher & Company Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAPITAL ADVISORY SERVICES, LLCCurrent
1/1/2026West Chester, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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 Peter Leisring 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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David Peter Leisring - Financial Advisor in West Chester, OH | AdvisorFinder