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Dave is a highly skilled and experienced Financial Advisor working primarily with fee based clients. Although Dave Conard is originally from Indiana he has resided in the Chicago for 30+ years and calls it home - he's a Bears fan now. He began building his business as an Advisor with Chase Investment Services (previously Bank One) and then moved on to work with Nationwide Retirement Solutions. In 2011, Dave chose to further his career though partnering with Harvest Investment Services and adapting an active management philosophy over the outdated "buy and hold" approach. He has since been providing competent and caring financial guidance, investment management and 401(k) retirement services to his clients. Dave's clients trust his extensive experience helping individuals and businesses build and manage their wealth. Dave strongly adheres to the practice that clients are more important then sales quotas and therefore believes that a client is best served as his first priority in this environment.Dave's favorite quote is "Seek First to Understand, Then to be Understood." He continually strives to maintain this philosophy as a lifestyle in both his personal and professional life.
Paladin Wealth Management
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FounderPaladin Wealth Management Sep 2016 - PresentHenderson, NvDavid actively advises both individual and business accounts for financial planning, investments and retirement planning. He is instrumental in new product developments and will have a Registered Fiduciary designation (Anticipation of completion: 09/2014) to better serve his 401(k) clients.
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Financial AdvisorTeachers Credit Union Dec 2010 - Nov 2011Worked with client base to develop mainly Retirement Plans and implement solutions using a wide variety of investment products.
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Retirement SpecialistNationwide Insurance 2000 - 2004Chicago, IlEducate City of Chicago and Cook County employee's on their Retirement program, Investment, as well as increase contributions to 457 Plan. -
Bank OneIndependent 1999 - 2000Shorewood, IlLicensed Banker.
David Conard Skills
David Conard Education Details
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Communication
Frequently Asked Questions about David Conard
What company does David Conard work for?
David Conard works for Paladin Wealth Management
What is David Conard's role at the current company?
David Conard's current role is Financial Advisor at Paladin Wealth Management LLC.
What is David Conard's email address?
David Conard's email address is da****@****hoo.com
What is David Conard's direct phone number?
David Conard's direct phone number is +191672*****
What schools did David Conard attend?
David Conard attended Ball State University, Ball State University.
What are some of David Conard's interests?
David Conard has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Disaster And Humanitarian Relief, Health.
What skills is David Conard known for?
David Conard has skills like Retirement Planning, Annuities, Long Term Care, Series 7, Ira's, Retirement, Trust Services, Wealth Accumulation, Mutual Funds, Estate Planning, 401k, Retirement Income Strategies.
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David Conard
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