Dave Bartz Email & Phone Number

Dave began his career in the financial services industry in 1985. He enjoyshelping clients understand capital markets and applying that knowledge tohelp them move closer to achieving their financial goals. Primarily workingwith individual investors and their families, Dave focuses on helping clientsimplement goal-based wealth management and strategic planning.Dave earned his Bachelor of Science degree in business from Ball StateUniversity. He obtained his Chartered Life Underwriter® and CharteredFinancial Consultant® designations during his association with a majorinsurance company. In 2021 and 2022, Dave was recognized on the Forbes Best-In-State Wealth Advisors list.He lives in Indianapolis with his wife, Theresa, and their two children, Torstenand Heidi. He is active in his community and with his church. Dave likes to bike,hike, travel with his family and is acknowledged for providing expert reviews ofmalt beverages.The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Listed skills include Wealth Management, Series 7, Asset Management, and Retirement Planning.