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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ott is a registered Investment Advisor Representative with Acropolis Investment Management, LLC. David has been in the industry for over 20 years. Prior to joining Acropolis Investment Management, LLC, David worked at EVERTRADE DIRECT BROKERAGE, INC. and MERCANTILE INVESTMENT SERVICES, INC.. David has passed the Series 63, 65, 7 and 24 exams. David is registered in Missouri and Texas. Acropolis Investment Management, LLC is headquartered in Chesterfield, Missouri.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
01/25/2008 - Present
Acropolis Investment Management, LLC (CHESTERFIELD MO)
MO
02/04/2002 - 05/05/2002
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
08/22/2000 - 01/11/2002
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
09/04/1998 - 12/03/1999
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
01/09/1998 - 02/23/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
10/19/1995 - 04/25/1996
MARK TWAIN BROKERAGE SERVICES, INC.
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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