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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

David Wyzgowski is a financial advisor with over 17 years of experience in the industry. David is registered with LPL Financial LLC and has a Series 7 and Series 66 license. David has been with LPL Financial LLC since August 2023. David is also registered with FINRA and has 10 state registrations. David holds a SIE license and specializes in a variety of areas, including insurance, financial planning, and portfolio management. David's experience includes working with clients from a variety of backgrounds, including individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice and services that meet their specific needs. David's philosophy is to build long-term relationships with his clients based on trust, transparency, and communication.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Stoker Ostler, A Part OF BMO Financial Group | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

David Evan Nuttall is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative at Stoker Ostler, A Part OF BMO Financial Group. David has been in the industry since January 2015. David is registered in Arizona and has a specializations in Financial Planning, Portfolio Management, and Retirement Planning. David is associated with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler, A Part OF BMO Financial Group is located in Scottsdale, Arizona.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

SUN CITY, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

David J. Dobrusin is a financial advisor with LPL Financial LLC. David J. Dobrusin has been in the industry since 2010. David J. Dobrusin has a Series 7 and Series 66 license, and is registered in 25 states. David J. Dobrusin is a Certified Financial Planner. Prior to joining LPL Financial LLC, David J. Dobrusin was with Cambridge Investment Research, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cadaret, Grant & CO., Inc.

location

Prescott, AZ

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Michael Paez is an investment professional with over 29 years of experience in the financial services industry. David Paez is currently registered with Cadaret, Grant & CO., Inc. David Paez is a Series 7 and Series 63 licensed investment professional, and holds the Series 65 and SIE licenses. David Paez was previously registered with Woodbury Financial Services, Inc., National Planning Corporation, Sagepoint Financial, Inc., SunAmerica Securities, Inc., and Joseph Charles & Assoc., Inc.. David Paez is a Registered Representative and Investment Advisor Representative, and has a strong history of working with individual and institutional clients. David Paez specializes in providing financial planning, investment management, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

AE Wealth Management, LLC

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

David Jonathon Sears is an investment advisor representative at AE Wealth Management, LLC. David Sears is registered in Arizona. David Sears has been in the industry since January 12, 2004. David Sears has passed the Series 6, Series 63 and Series 65 exams. David Sears is also a registered representative at Secure Financial Solutions Group, LLC. David Sears has a strong background in financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

Chandler, AZ

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Brown is a financial advisor with over 30 years of experience in the industry. Currently, David is registered with Raymond James & Associates, Inc. and is based in Chandler, Arizona. David has a diverse background, having worked with various firms throughout their career, including Morgan Stanley, Citigroup Global Markets Inc., and VTR Capital, Inc. David has a wide range of expertise in providing financial planning and investment services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Dynamic Wealth Advisors | CFP ®,CFA ® (Certifications)

location

Chandler, AZ

0 Disclosures

ADVISOR BIO

David Anthony Hughes is a financial advisor with Dynamic Wealth Advisors. David holds the Series 65 license and has been in the industry for over 16 years. David has a wide range of experience and offers financial planning, portfolio management, and pension consulting services. David has also worked with other firms such as SWENSON HUGHES WEALTH MANAGEMENT, LLC, Goldman Sachs Personal Financial Management, and Ronald Blue & Co. David has a strong focus on working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Publication of Financial Periodicals
Unclaimed

Principal Securities, Inc.

location

PHOENIX, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

David Theodore Harmon is a financial professional with over 12 years of experience in the industry. David has been registered with Principal Securities, Inc. since October 11, 2023. David has worked with a variety of firms over the years including Brighthouse Securities, LLC, ProEquities, Inc., Jackson National Life Distributors LLC, AssetMark Brokerage, LLC, Capital Brokerage Corporation, MFS Fund Distributors, Inc., and Country Capital Management Company. David specializes in providing financial planning, pension consulting, and educational seminars. David is registered in six states including Arizona, Colorado, Montana, New Mexico, Utah, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

David Ankrom is an investment advisor representative at Edelman Financial Engines with over 25 years of experience in the financial services industry. David has held registrations in multiple states and has a broad range of experience in various financial sectors. David is passionate about providing personalized financial advice and guidance to help individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Phoenix, AZ

disclosure

2 Disclosures

ADVISOR BIO

David Heymann is an investment advisor representative registered with Trek Financial and holds the Series 7 and 66 licenses. David has been in the financial industry since 2004. David has previously worked with FIRST ALLIED SECURITIES, INC. , CAMBRIDGE INVESTMENT RESEARCH, INC. , MULTI-FINANCIAL SECURITIES CORPORATION and QUESTAR CAPITAL CORPORATION. David focuses on financial planning, pension consulting and portfolio management for individuals. David is also a managing member of TBH, LLC and a board member of Affisio, LLC. David is based in Phoenix, AZ.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
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