David Willeumier (CRD# 4782886) is an Investment Advisor Representative working at Strategic Asset Management LLC in East Dundee, IL and has over 19 years of experience in the finance industry. David Willeumier 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 |
|---|---|---|---|
| Strategic Asset Management, LLC | Rochester, MN | Mar 2021 - Current | 3 |
| Dempsey Lord Smith, LLC | Rome, GA | Mar 2021 - Current | 3 |
| Junior Achievement | River Grove, IL | Jul 2016 - Current | 7 |
| David Willeumier & Dw Capital Management LLC | Schaumburg, IL | Jul 2016 - Current | 7 |
| Dw Capital Management LLC | Schaumburg, IL | Aug 2010 - Current | 13 |
| Rda Financial Network, Inc. | Schaumburg, IL | Jul 2016 - Mar 2021 | 4 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Mar 2021 | 4 |
| Rda Financial Network, Inc. | North Liberty, IA | Jun 2010 - Mar 2021 | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2010 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- IL
- TX
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts566ACCOUNTS
-
Average Account Value$208,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL, MN, NC, TX
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