This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RETIREVEST FINANCIAL, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 9, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Mar 9, 2001

First registration

Sep 13, 2005

Dual registered

no

IAPD individual key

1710644

• Occurred

  Oct 30, 2024
  Advisor changed firm

  David Richard Olsen left Accelerate Financial Group, Llc for Retirevest Financial, Llc (registered 2025-09-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eefed668-0699-ba8c-49a1-9c084738522f

First observed

Sep 13, 2005

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.