David KaltCRD Number: 1978225
Current Firm: Eide Bailly Advisors, LLC
David Kalt (CRD# 1978225) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Aberdeen, SD and has over 27 years of experience in the finance industry.
Prosperity Wealth Management, LLC
Schwan Financial Advisors, LLC
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||1|
|Eide Bailly Advisors, LLC||Aberdeen, SD||Sep 2010 - Current||6|
|Eide Bailly Financial Services / Eide Bailly Securities||Fargo, ND||Sep 2010 - Current||6|
|Eide Bailly Agency/e4 Brokerage||Aberdeen, SD||Sep 2010 - Current||6|
|T-lakota Acres Inc.||Mansfield, SD||Mar 1993 - Current||24|
|Securities America Inc.||Lavista, NE||Sep 2010 - Sep 2015||5|
|Wachovia Securities, LLC||Aberdeen, SD||Jan 2008 - Sep 2010||2|
|A. G. Edwards & Sons, Inc.||Aberdeen, SD||Jun 1998 - Sep 2010||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management362MILLIONS
Total Number of Accounts834ACCOUNTS
Average Account Value$434,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI
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