David ToellenCRD Number: 6221301
Current Firm: First Trust Advisors LP
David Toellen (CRD# 6221301) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 3 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|First Trust Portfolios LP||Wheaton, IL||Apr 2014 - Current||3|
|Axa Advisors, LLC||New York, NY||Dec 2013 - Mar 2014||< 1|
|Unemployed||Fort Worth, TX||Jun 2013 - Dec 2013||< 1|
|Texas Christian University||Fort Worth, TX||Aug 2009 - May 2013||3|
|Cast Aluminum||Batavia, IL||May 2012 - Aug 2012||< 1|
|Cast Aluminum Solutions, LLC||Batavia, IL||May 2011 - Aug 2011||< 1|
|Royal Fox Country Club||St. Charles, IL||May 2010 - Aug 2010||< 1|
|Lawn Care-self Employed||Geneva, IL||Jan 2007 - Aug 2009||2|
|Wheaton Academy High School||West Chicago, IL||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management104,224MILLIONS
Total Number of Accounts4,116ACCOUNTS
Average Account Value$25,321,679
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.