David Sutkaitis (CRD# 4496466) is an Investment Advisor Representative working at Redhawk Wealth Advisors, Inc. in West Hartford, CT and has over 21 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | May 2023 - Current | < 1 |
| Securities America, Inc. | West Hartford, CT | Sep 2020 - May 2023 | 2 |
| Securities America Advisors, Inc. | West Hartford, CT | Sep 2020 - May 2023 | 2 |
| Ssn Advisory, Inc. | West Hartford, CT | Jun 2016 - Sep 2020 | 4 |
| Securites Service Network, Inc. | West Hartford, CT | Jun 2016 - Sep 2020 | 4 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - Jun 2016 | 1 |
| Gent Financial Group LLC | West Hartford, CT | Sep 2010 - Jun 2016 | 5 |
| Sammons Securities Company, LLC | Ann Arbor, MI | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
-
Total Assets Under Management1,815MILLIONS
-
Total Number of Accounts5,408ACCOUNTS
-
Average Account Value$335,645
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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 derived from SEC.gov data covering 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.
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.