David Cunningham, financial advisor Des Moines IA

David Cunningham

CRD Number: 2087624
Current Firm: Lw Advisors, LLC

David Cunningham (CRD# 2087624) is an Investment Advisor Representative working at Lw Advisors, LLC in Des Moines, IA and has over 33 years of experience in the finance industry. David Cunningham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cunningham Wealth Management, L.l.c. Dba Lw Advisors, LLC West Des Moines, IA May 2015 - Current 8
David Cunningham, Sole Proprietor West Des Moines, IA Dec 2009 - Current 14
Ausdal Financial Partners, Inc. Davenport, IA May 2012 - May 2015 3
Hjn Advisors, LLP Des Moines, IA Oct 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for David J. Cunningham
Phone Number: 515-446-2484
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $292,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

IA, TX

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