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David Michael Fluett

Fairhaven Wealth Management, LLC

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About David Michael Fluett

David Michael Fluett is a financial advisor registered with the state of Illinois and has been in the financial industry since 1976. David is currently affiliated with Fairhaven Wealth Management, LLC. David has previously worked with several firms including Northern Trust Brokerage, Inc., Prescott, Ball & Turben, Inc., Burton J. Vincent, Chesley & Co. and A. G. Becker Incorporated. David has passed the Series 5, 7, and 65 exams. David's areas of specialization include retirement planning, investment management, mutual funds, life insurance and asset allocation. David is licensed to provide financial advice to a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.

Firm Information

David Fluett is currently registered with Fairhaven Wealth Management, LLC. Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.
Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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David Fluett’s Registration & Firm History

IL

07/09/2019 - Present

Fairhaven Wealth Management, LLC (WHEATON IL)

NA

06/11/1986 - 06/26/1989

NORTHERN TRUST BROKERAGE, INC.

NA

10/06/1983 - 02/19/1986

PRESCOTT, BALL & TURBEN, INC.

NA

08/22/1983 - 01/25/1984

BURTON J. VINCENT, CHESLEY & CO.

NA

06/05/1979 - 02/10/1983

BURTON J. VINCENT, CHESLEY & CO.

NA

07/13/1978 - 03/26/1979

A. G. BECKER INCORPORATED

NA

06/24/1976 - 07/13/1978

BECKER SECURITIES INCORPORATED

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Licenses & Designations

IA

Issued 10/16/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1982

Series 5 - Interest Rate Options Examination

BC

Issued 06/19/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Fluett.
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