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 Suntken is an investment advisor representative. David is registered with RIA Advisory Group, LLC in Iowa. David Michael Suntken has been in the industry for 28 years. David's previous experience includes LPL FINANCIAL LLC and U.S. BANCORP PIPER JAFFRAY INC. David is also registered in Iowa.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
08/03/2020 - Present
RIA Advisory Group, LLC (Ames IA)
IA
12/06/2002 - 07/15/2020
LPL FINANCIAL LLC (DES MOINES IA)
MN
07/12/1999 - 12/16/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
03/13/1992 - 07/20/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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