Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Walz is an Investment Advisor Representative with CGN Advisors, LLC. David has been in the industry since 2005 and is registered with the state of Illinois and Texas. He is also a Certified Financial Planner. David has been with CGN Advisors, LLC since June 2023. Prior to joining CGN Advisors, LLC, David worked with Arcadia Financial Strategies, Inc. in Oak Park, IL. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and more.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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IL
06/20/2023 - Present
CGN Advisors, LLC (Oak Park IL)
IA
Issued 06/08/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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