Unclaimed
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
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
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
Active
Inactive
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