Unclaimed
David Lochstampfor is an investment advisor representative with Larson Financial Group, LLC. David has over 10 years of experience in the financial services industry. David is licensed to offer investment advisory services in 21 states, including Missouri and Texas. David has passed the Series 7, Series 66, and SIE exams, demonstrating his commitment to professional development and his understanding of financial markets. David specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MO
02/16/2021 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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