David Guild (CRD# 6836296) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
North Point Advisor Group | Altoona, WI | Nov 2022 - Current | 1 |
Concord Usa | Hopkins, MN | Jun 2022 - Nov 2022 | < 1 |
New Richmond Fire And Rescue | New Richmond, WI | Jun 2021 - Sep 2022 | 1 |
Unemployed | Unemployed, WI | Mar 2022 - Jun 2022 | < 1 |
Washington County | Stillwater, MN | Sep 2020 - Mar 2022 | 1 |
Doherty Consulting | Remote, MN | Sep 2020 - Sep 2021 | 1 |
Minnesota Department Of Revenue | St. Paul, MN | Feb 2020 - Sep 2020 | < 1 |
Minnesota Department Of Revenue | St. Paul, MN | Nov 2018 - Feb 2020 | 1 |
Univ. Of Wisconsin - River Falls | River Falls, WI | Sep 2017 - Dec 2019 | 2 |
Ace Hardware | New Richmond, WI | Feb 2018 - Dec 2018 | < 1 |
Northwestern Mutual | Woodbury, MN | Sep 2017 - Feb 2018 | < 1 |
Stillwater Boat Club | Stillwater, MN | Mar 2014 - Sep 2017 | 3 |
St. Cloud University | St. Cloud, MN | Sep 2015 - May 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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