David Skutnik, financial advisor Grand Island NE

David Skutnik

CRD Number: 1244740
Current Firm: The Ameriflex Group

David Skutnik (CRD# 1244740) is an Investment Advisor Representative working at The Ameriflex Group in Grand Island, NE and has over 36 years of experience in the finance industry.

Similar Advisors
Heidi Adams, financial advisor Grand Island NE
Heidi L. Adams
CRD# 6337395
Eagle Strategies LLC
Similar Advisors
Eric Allen, financial advisor Grand Island NE
Eric J. Allen
CRD# 808930
Allen Capital Group, LLC
Similar Advisors
Mark Allen, financial advisor Grand Island NE
Mark J. Allen
CRD# 4581548
Allen Capital Group, LLC
Company Name Location Dates Years
Osaic Wealth, Inc. Grand Island Ne, NE Sep 2023 - Current < 1
The Ameriflex Group Inc. Las Vegas, NV Apr 2023 - Current < 1
Sagepoint Financial Doniphan, NE Jun 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for David A. Skutnik
Phone Number: (702) 987-9730
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from David Skutnik and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.