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    Paladin Research Report For:

    David Telles

    Telles Wealth Advisors / Kierland Financial Group

    7373 N. Scottsdale Road, Suite A250
    Scottsdale, AZ 85253
    480-778-2062
    Visit Website
    https://www.ffec.com/

    About David Telles

    I'm David M. Telles, a relationship-driven financial professional who believes trust, transparency, and clear communication are the foundation of good advice and of life in general. I take pride in building long-term relationships and helping people feel confident and informed when making important decisions. Family is at the center of everything I do. I'm married to my wife, Claribel, who is Filipina, and I'm a proud stepfather to Sealtiel (14) and Uriel (13), and dad to David (3). Coaching my boys football, basketball, and baseball teams is one of the most rewarding parts of my life and has shaped how I lead with patience, accountability, and heart. I was born in Albuquerque, New Mexico, and moved to Arizona when I was just one year old. In a full-circle moment, I was fortunate enough to buy the very house I grew up in, where I now raise my own family. I'm half Italian and half Mexican, and those roots along with strong family values have played a big role in who I am today. I played football and lacrosse through high school, and sports have always been a big part of my family's life. I'm an avid golfer and a loyal Arizona sports fan, with season tickets to the Phoenix Suns, Arizona State Sun Devils, and Arizona Cardinals. I've been lucky to travel extensively around the world, experiences that have broadened my perspective and appreciation for different cultures. Some of my favorite destinations include Japan, Korea, the Philippines, Europe, and Mexico. Professionally and personally, I try to show up the same way every day: approachable, dependable, and committed to doing the right thing. Whether I'm working with clients, coaching on the field, or spending time with my family, I believe in leading with integrity, follow-through, and genuine care.

    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

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1893944/paladinregistry-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.

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