David Lardinois, financial advisor Appleton WI

David Lardinois

CRD Number: 7124922
Current Firm: Triad Hybrid Solutions, LLC

David Lardinois (CRD# 7124922) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Appleton, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Hybrid Solutions Norcross, GA Sep 2020 - Current 2
Triad Advisors Norcross, GA Jan 2020 - Current 3
Thrivent Financial Appleton, WI Nov 2019 - Dec 2019 < 1
Thrivent Investment Management Inc. Appleton, WI Jun 2019 - Dec 2019 < 1
Thrivent Financial Appleton, WI Jul 2019 - Nov 2019 < 1
American Cancer Society Waukesha, WI Nov 2015 - Jul 2019 3
American Red Cross La Crosse, WI Sep 2015 - Nov 2015 < 1
Northwest Passage Webster, WI Jul 2015 - Sep 2015 < 1
American Cancer Society Green Bay, WI Dec 2013 - Jul 2015 1
Boy Scouts Of America Appleton, WI Jan 2011 - Dec 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for David J. Lardinois
Phone Number: 866-580-8219
Registered State(s):
  • CA
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    5,176
    MILLIONS
  • Total Number of Accounts
    18,482
    ACCOUNTS
  • Average Account Value
    $280,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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