David StrohmCRD Number: 1834335
Current Firm: Truenorth, Inc.
David Strohm (CRD# 1834335) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 27 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Truenorth, Inc.||Wichita, KS||Jul 2016 - Current||1|
|Truenorth, Inc.||Wichita, KS||Jun 2000 - Jun 2016||16|
|Truenorth, Inc.||Wichita, KS||Jul 1999 - Mar 2014||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management415MILLIONS
Total Number of Accounts302ACCOUNTS
Average Account Value$1,373,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, KS, TX