David TreftCRD Number: 4561009
Current Firm: Advantage Investment Management, LLC
David Treft (CRD# 4561009) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Advantage Investment Management LLC||Cincinnati, OH||Aug 2013 - Current||3|
|Lpl Financial, LLC||Cincinnati, OH||Jul 2012 - Current||5|
|Souders Financial Group||Cincinnati, OH||Jan 2012 - Jul 2012||< 1|
|Mml Investors Services Inc.||Cincinnati, OH||Dec 2008 - Jan 2012||3|
|Mass Mutual||Cincinnati, OH||Nov 2008 - Jan 2012||3|
|Northwestern Mutual Investment Services, LLC||Cincinnati, OH||Jul 2002 - Nov 2008||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2002 - Nov 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
Total Assets Under Management564MILLIONS
Total Number of Accounts3,956ACCOUNTS
Average Account Value$142,513
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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