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David Christian Brinkman

Schneider Downs Wealth Management Advisors, LP

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About David Christian Brinkman

David Brinkman is a financial advisor at Schneider Downs Wealth Management Advisors, LP. David has over 10 years of experience in the financial services industry. David is a Certified Financial Planner and Chartered Financial Analyst. David's experience includes working with high-net-worth individuals, corporations, and charitable organizations. David is passionate about helping clients achieve their financial goals. Prior to joining Schneider Downs, David worked at Plante Moran Financial Advisors.

Firm Information

David Brinkman is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Brinkman’s Registration & Firm History

OH

05/18/2016 - Present

Schneider Downs Wealth Management Advisors, LP (Columbus OH)

IL

12/15/2010 - 06/07/2012

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Christian Brinkman.
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