David KollmorgenCRD Number: 4454147
Current Firm: Lighthouse Advisers, LLC
David Kollmorgen (CRD# 4454147) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 16 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Lighthouse Advisers, LLC||Mentor, OH||Nov 2015 - Current||2|
|Lpl Financial LLC||Mentor, OH||May 2009 - Current||9|
|Janney Montgomery Scott LLC||Philadelphia, PA||Jun 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management85MILLIONS
Total Number of Accounts374ACCOUNTS
Average Account Value$226,633
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