David Skutnik, financial advisor Grand Island NE
83 score

David Skutnik

CRD Number: 1244740
Current Firm: Sagepoint Financial, Inc.

David Skutnik (CRD# 1244740) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Grand Island, NE and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Doniphan, NE Jun 2011 - Current 5
Great Western Bank Lincoln, NE Feb 2002 - Jun 2011 9
Ameritas Investment Corp. Lincoln, NE Mar 1999 - Jun 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David A. Skutnik
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • ID
  • NE
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
83

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