David Shillingstad (CRD# 7469176) is an Investment Advisor Representative working at Edward Jones in Richland, WA and has 1 year of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Dec 2021 - Current | 2 |
Chick-fil-a West Towne | Madison, WI | Apr 2020 - Oct 2021 | 1 |
Horizon University | Indianapolis, IN | Sep 2018 - Apr 2020 | 1 |
White Sands Surgical Associates LLC | Oregon, WI | May 2017 - Mar 2020 | 2 |
Chick-fil-a | Indianapolis, IN | Oct 2018 - Dec 2018 | < 1 |
Harvest Bible Chapel Madison | Madison, WI | Jun 2018 - Aug 2018 | < 1 |
Calvary Chapel Bible College | Indianapolis, IN | Sep 2016 - May 2018 | 1 |
Rolling Meadows Ranch | Oregon, WI | Jan 2011 - May 2018 | 7 |
Summit Ministries | Pagosa Springs, CO | May 2016 - Jul 2016 | < 1 |
Oregon High School | Oregon, WI | Sep 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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