David Sleeter (CRD# 6196325) is an Investment Advisor Representative working at Ruggaard & Associates in Chicago, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ruggaard & Associates | Oak Brook, IL | Jan 2023 - Current | 1 |
| Sandy Bay, LLC | Chicago, IL | Sep 2020 - Current | 3 |
| Sleeter-drummond LLC | Drummond Island, MI | Jul 2020 - Current | 3 |
| Sleeter Family Farm Corporation | Mount Carroll, IL | Oct 2018 - Current | 5 |
| Sleeter Farms Nebraska | Kimble County, NE | Oct 2018 - Current | 5 |
| Total Clarity Wealth Management Dba Sandy Bay, LLC | Oak Brook, IL | Oct 2013 - Dec 2022 | 9 |
| Lpl Financial LLC | Oak Brook, IL | Oct 2018 - Dec 2020 | 2 |
| Heartland Capital Resources | Oak Brook, IL | May 2013 - Dec 2020 | 7 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- IL
- OH
- TX
-
Total Assets Under Management312MILLIONS
-
Total Number of Accounts865ACCOUNTS
-
Average Account Value$360,950
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, FL, IL, MO, NC, NE, OH, SC, TX, VA
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