David Caudill Email & Phone Number

I feel that the key to success has been my focus on adding value, providing quality service and meeting face to face or on the phone with clients as frequently as possible. I derive tremendous personal satisfaction from working to help individuals and families achieve their long-term financial goals. Originally born in Alaska, and raised in Palmdale, CA, I now reside in Leawood, KS. Having been in the investment industry for over 40 years, I am currently Managing Director - Investments at the Wells Fargo Advisors, Overland Park office. This information is intended for use by residents of AL, AZ, CA, CO, FL, HI, IA, IL, IN, KS, MI, MO, NC, NE, NH, NV, NY, OH, OK, PA, SC, SD, TX, VA, WA, and WI only.CA Insurance License Number 0C04977/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Investments, Asset Allocation, Mutual Funds, and 3 others.

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  University Of Utah

  Industrial Engineering