David Cagwin, financial advisor Kalona IA

David Cagwin

CRD Number: 37984
Current Firm: Bradford Financial Center

David Cagwin (CRD# 37984) is an Investment Advisor Representative working at Bradford Financial Center in Kalona, IA and has over 32 years of experience in the finance industry.

Similar Advisors
Roger Adam, financial advisor Kalona IA
Roger L. Adam
CRD# 1489338
Ameriprise Financial Services, LLC
Similar Advisors
Chad Andrews, financial advisor Kalona IA
Chad D. Andrews
CRD# 4002778
Raymond James Financial Services Advisors, Inc.
Similar Advisors
John Arons, financial advisor Kalona IA
John C. Arons
CRD# 2572588
Thrivent Investment Management Inc.
Company Name Location Dates Years
Bradford Financial Center Clarion, IA Jul 2007 - Current 15
Your Real Estate Co LLC Kalona, IA Oct 2003 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
S63 Uniform Securities State Law Examination May 1990
Contact Info for David L. Cagwin
Phone Number: 515.532.6661
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    1,639
    ACCOUNTS
  • Average Account Value
    $126,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, SD, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple 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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.