David LardinoisCRD 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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
|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|
Total Assets Under Management5,176MILLIONS
Total Number of Accounts18,482ACCOUNTS
Average Account Value$280,039
- 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)
- Publication of periodicals or newsletters
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.