Arcadia Financial Strategies, Inc.

Arcadia Financial Strategies, Inc. (CRD# 122751) is a financial advisory firm headquartered in Oak Park, IL. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Arcadia Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
David J. Walz
CRD#: 2366221
1024 North Blvd., Suite 201, Oak Park, IL 60301

David Walz (CRD# 2366221) is an Investment Advisor Representative working at Arcadia Financial Strategies, Inc. in Oak Park, IL and has over 23 years of experience in the finance industry. David Walz 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.

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