David Smestuen (CRD# 7449682) is an Investment Advisor Representative working at Coyle in Glenview, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coyle Financial Counsel, LLC | Glenview, IL | Jul 2021 - Current | 2 |
| Cobalt Robotics | San Mateo, CA | Dec 2019 - Jul 2021 | 1 |
| E-9 Enterprises | Colorado Springs, CO | Sep 2018 - Dec 2019 | 1 |
| Old Timers Cowboy Kitchen | Laredo, TX | Feb 2017 - Sep 2018 | 1 |
| United States Marine Corps | Washington, DC | May 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- IL
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Total Assets Under Management823MILLIONS
-
Total Number of Accounts2,282ACCOUNTS
-
Average Account Value$360,668
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, FL, IL, IN, NC, NE, NY, TN, TX, VA, WI
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