David Wentland (CRD# 5186209) is an Investment Advisor Representative working at Blueprint Financial Advisors in Greensboro, NC and has over 3 years of experience in the finance industry. David Wentland 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.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Blueprint Financial Advisors | Greensboro, NC | Feb 2024 - Current | < 1 |
M. S. Howells & Co | Scottsdale, AZ | Oct 2022 - Feb 2024 | 1 |
Candor Wealth Advisors LLC | Scottsdale, AZ | Aug 2020 - Feb 2024 | 3 |
Msh Capital Advisors LLC | Scottsdale, AZ | Aug 2020 - Feb 2024 | 3 |
Bank Of America, N.a. | Scottsdale, AZ | Mar 2017 - Aug 2020 | 3 |
Vp; Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale, AZ | Jun 2013 - Mar 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
S63 | Uniform Securities State Law Examination | Feb 2023 |
- AZ
- NC
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Total Assets Under Management133MILLIONS
-
Total Number of Accounts743ACCOUNTS
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Average Account Value$178,360
- 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
- Pension consulting services
AZ, CT, FL, IL, IN, KY, LA, MI, NC, NH, NV, SC, TX
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