David, Telles
Telles Wealth Advisors / Kierland Financial Group
7373 N. Scottsdale Road, Suite A250Scottsdale, AZ 85253
4807782062
About Telles Wealth Advisors / Kierland Financial Group
At Telles Wealth Advisors / Kierland Financial Group, we believe financial guidance should evolve with every stage of your life. Like life itself, your finances have a natural cycle they are meant to be earned, managed wisely, grown, enjoyed, and ultimately shared. How thoughtfully you navigate each stage shapes not only your financial well-being but also the legacy you leave for future generations. Our goal is to help you view your financial resources as more than just numbers. They are tools that empower you to live with confidence, support the people and causes you care about, and create lasting opportunities for those who follow. Your financial life is made up of many interconnected pieces. Through a disciplined, education-focused planning process, we simplify complexity and bring every aspect of your financial picture together. From comprehensive planning to thoughtful implementation and ongoing guidance, we help ensure each part of your financial strategy works in harmony to support your goals today and your vision for the future.
See Disclosures
General Information
Firm Start Year
2001
No. of Employees
10-19
CRD#
5898277
Firm CRD#
105644
Name of Broker/Dealer
CETERA INVESTMENT ADVISERS LLC
States Licensed in
AZ, CA, TX, MO,
Years of Experience in Financial Services
15
Number of Years with Current Firm
17
Work Experience
Wealth Manager
Telles Wealth Advisors · Self-employed
Jan 2009 - Present · 17 yrs 7 mos
Scottsdale, Arizona, United States · On-site
We provide comprehensive, integrated financial services designed to help individuals and families build, manage, and preserve their wealth with confidence. Our offerings include wealth management, retirement planning, and tax and estate planning, all tailored to align with each client's unique financial goals and life circumstances.
Our approach centers on developing personalized financial strategies that evolve over time, combining disciplined investment management with thoughtful risk mitigation through insurance solutions. We take a holistic view of each client's financial picture, ensuring that every recommendation supports long-term stability and growth.
Guided by a strong client-first philosophy, we are committed to delivering objective advice, transparent communication, and proactive planning. Our goal is to provide clarity, build lasting relationships, and help clients achieve financial security across every stage of life.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Variable Life, Disability, Property, Annuity, Life, Variable Annuity, Long Term Care
Firm Information
Assets Managed by Firm
$980,000,000
Advisor's Number of Clients
2000
Advisor's Number of Managed Clients
15000
Advisor's Number of Planning Clients
15000
Total Assets Under Management by Advisor
$980,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$25000
Compensation Methods
Flat Fee, Based on Assets, Commissions
Education
Bachelors of Business -
Arizona State University
08/2003 -08/2009
Bachelors of Comunication - Walter Cronkite School
Arizona State University
08/2003 -08/2009
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893944/financialplanners-Telles-Wealth-Advisors-/-Kierland-Financial-Group-detailed-disclosure.html
Disclaimer
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.