David WibbenmeyerCRD Number: 5502788
Current Firm: Royal Alliance Associates, Inc.
David Wibbenmeyer (CRD# 5502788) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Saint Louis, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Royal Alliance||St. Louis, MO||Apr 2009 - Current||8|
|Premier Financial Partners||St. Louis, MO||Feb 2008 - Apr 2009||1|
|Unemployed||Florissant, MO||Dec 2007 - Feb 2008||< 1|
|Citimortgage, Inc.||O'fallon, MO||Mar 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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