David StoferCRD Number: 1311305
Current Firm: Mariner Retirement Advisors, LLC
David Stofer (CRD# 1311305) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 31 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Mariner Retirement Advisors||Leawood, KS||Oct 2014 - Current||2|
|Montage Securities||Leawood, KS||Oct 2014 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Oct 2014||1|
|Sageview Advisory Group, LLC||Kansas City, MO||Aug 2007 - Oct 2014||7|
|Financial Network||El Segundo, CA||Aug 2007 - Dec 2012||5|
|American Portfolios||Holboken, NY||Mar 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management1,152MILLIONS
Total Number of Accounts144ACCOUNTS
Average Account Value$8,001,852
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
KS, MO, NE, OK, TX
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