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 32 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
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.