David Walz (CRD# 2366221) is an Investment Advisor Representative working at Arcadia Financial Strategies, Inc. in Oak Park, IL and has over 30 years of experience in the finance industry. David Walz 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cgn Advisors, LLC | Oak Park, IL | Jun 2023 - Current | < 1 |
| Arcadia Financial Strategies, Inc. | Oak Park, IL | Mar 1995 - Current | 29 |
| Lambshead And Walz, Inc. | Oak Park, IL | Feb 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
- IL
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$2,544,042
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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