David Lardinois (CRD# 7124922) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Appleton, WI and has over 4 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Sep 2020 - Current | 3 |
| Triad Advisors | Norcross, GA | Jan 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CA
- IL
- WI
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
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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