David SayersCRD Number: 5352026
Current Firm: Trunorth Wealth Partners
David Sayers (CRD# 5352026) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 10 years of experience in the finance industry. David Sayers 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Trunorth Wealth Partners||St. Paul, MN||Oct 2016 - Current||1|
|Bgm Trunorth Wealth Partners||Bloomington, MN||Oct 2014 - Oct 2016||2|
|Cliftonlarsonallen Wealth Advisors||Minneapolis, MN||Feb 2013 - Oct 2014||1|
|Valmark Securities, Inc.||Akron, OH||Mar 2013 - Oct 2013||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2007 - Jan 2013||5|
|Northwestern Mutual Investment Services, LLC||Eagan, MN||Jun 2007 - Jan 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management357MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$445,676
- 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)
CA, CT, FL, MN, OK, TX, WA
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