Unclaimed
David Eric Baysinger is a financial advisor with Crusonia Wealth Advisors LLC in Castle Rock, CO. David is a Certified Financial Planner, with over 20 years of experience in the financial services industry. David's background includes working as a public accountant, and experience in various wealth management firms. David specializes in working with high net worth individuals, corporations, and individuals other than high net worth. David provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CO
03/13/2024 - Present
Crusonia Wealth Advisors LLC (CASTLE ROCK CO)
BOTH
Issued 08/07/1998
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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