Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walter Stangohr is an investment advisor representative with Osaic Institutions, Inc. David has been in the industry since June 12, 2005 and holds licenses in Missouri, Kansas, Texas, and Arizona. David is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry Essentials Examination. David's specializations include: Financial Planning, Pension Consulting, Portfolio Management for Individuals, Educational Seminars, and Selection of Other Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NC
06/22/2020 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
MO
02/01/2017 - 12/31/2017
INVEST FINANCIAL CORPORATION (LEES SUMMIT MO)
KS
09/27/2007 - 02/28/2017
BANKERS & INVESTORS CO. (OVERLAND PARK KS)
GA
05/17/2002 - 08/30/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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