David Fink, financial advisor Sarasota FL

David Fink

CRD Number: 2392636
Current Firm: Lifestyle Freedom Advisory Group, LLC

David Fink (CRD# 2392636) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Sarasota, FL and has over 28 years of experience in the finance industry.

Similar Advisors
Angela Wentz, financial advisor Sarasota FL
Angela Wentz
CRD# 6120456
Sage Wealth Consulting, LLC
Similar Advisors
Scott Aabel, financial advisor Sarasota FL
Scott E. Aabel
CRD# 1493667
Spire Wealth Management, LLC
Similar Advisors
Peter Abbott, financial advisor Sarasota FL
Peter J. Abbott
CRD# 5983189
Edward Jones
Professional Designations
Company Name Location Dates Years
Colorado Financial Service Corporation Centennial, CO May 2020 - Current 3
Lifestyle Freedom Group, LLC Bradenton, FL May 2019 - Current 4
Lifestyle Freedom Advisory Group, LLC Bradenton, FL Jul 2018 - Current 5
Lifestyle Freedom Group, Llc Dba Family Office Division Bradenton, FL Jul 2018 - Current 5
Lifestyle Freedom Safe Harbor LLC Bradenton, FL Jul 2018 - Current 5
Lifestyle Freedom Group Llc Dba Array Partners Bradenton, FL Jul 2018 - Current 5
Brm Sarasota, LLC Sarastoa, FL Jul 2015 - Current 8
Cosroc Holdings Sarasota, FL Jan 2015 - Current 9
Cosroc Properties, LLC Sarastoa, FL Apr 2010 - Current 13
Df Lfg, LLC Sarasota, FL May 2019 - Dec 2020 1
Bfk Investments LLC Sarasota, FL Jan 2006 - Dec 2020 14
Tsa Management Inc. Sarasota, FL Sep 2015 - Jul 2018 2
Halliday Financial LLC Sarasota, FL Jul 2015 - Jul 2018 3
Rogan And Associates, Inc. University Park, FL Jun 2008 - Aug 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for David Fink
Phone Number: 941-914-9422
Registered State(s):
  • CA
  • FL
  • GA
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.