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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 Jon Ewert is a financial advisor registered with Stifel Independent Advisors, LLC in Wichita, Kansas. David is also a registered investment advisor. David's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. He holds both a Series 65 and a Series 63 license. David has been in the financial services industry since 1994 and is a member of various professional organizations. He has been with Stifel Independent Advisors, LLC since 2002. David has experience working with high-net-worth individuals, corporations, and charitable organizations. He also maintains a rental property.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
02/09/2006 - Present
Stifel Independent Advisors, LLC (WICHITA KS)
NY
05/01/1995 - 12/04/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/04/1994 - 12/31/1994
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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