Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Schuttig is a financial advisor with Gladstone Wealth Partners. David has been in the industry since 1994 and has a broad range of experience. David is a Certified Financial Planner and a Chartered Financial Consultant. David provides investment advisory services, retirement planning consulting services, general consulting services, and referral services.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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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2
CO
09/18/2024 - Present
Gladstone Wealth Partners (Montrose CO)
CO
10/10/2017 - 01/07/2022
MUTUAL SECURITIES, INC. (Montrose CO)
CO
05/16/1994 - 10/12/2017
AXA ADVISORS, LLC (COLORADO SPRINGS CO)
NY
05/16/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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