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David W. Email & Phone Number
Investment Advisor Representative
at
Strategic Asset Management
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor Representative
Location
Schaumburg, Illinois, United States
Company size
Who is David W.? Overview
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Quick answer
David W. is listed as Investment Advisor Representative at Strategic Asset Management, a with 12 employees, based in Schaumburg, Illinois, United States. AeroLeads shows a matched LinkedIn profile for David W..
David W. previously worked as Registered Representative at Dempsey Lord Smith, Llc and Investment Advisor Representative at Rda Financial Network, Inc.. David W. holds B.A. from Hope College.
Company email context
Email format at Strategic Asset Management
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Strategic Asset Management
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Profile bio
About David W.
Reaching your financial goals is likely one of your top priorities. To effectively reach your goals requires not only being clear about what you want to achieve, it requires making important decisions about how to get there. As an Investment Advisor Representative, I help clients clarify and take action to more effectively reach their financial goals. In order to be clear about your goals and how to achieve them, it is often appropriate to do planning. As such I offer financial planning services which will allow you to make better decisions for yourself and your loved ones. Additionally, the primary component of my business is providing you with solutions and guidance on how to reach your goals through investing or utilizing insurance products. I make strong efforts to provide you with solutions that will effectively deliver a meaningful outcome.Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC.Investment Advisory Services are offered through Strategic Asset Management, LLC., a registered investment adviser. Specialties: Investment Management, Financial Planning, Insurance Services
Current workplace
David W.'s current company
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Strategic Asset Management
7 roles
David W. work experience
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Registered Representative
Investment Advisor Representative
Investment Advisor Representative
Provide solutions for clients to grow and protect their financial assets so that they reach their retirement and other financial goals more effectively. Implement investment strategy and provide recommendations to advance clients toward their financial goals. Coach and guide clients by providing customized financial plans.
Jun 2010 - Mar 2021
Registered Representative
Jun 2010 - Jul 2016
Vice President, Financial Advisor
Provided customized retirement planning and fee-based investment asset allocation services at North American Corporate headquarters in Mettawa, IL.
Aug 2008 - May 2010
Financial Advisor
Wealth Management for private clients in the Barrington, IL office. Engaged in ETF, equity, and mutual fund research to provide a high quality, results oriented experience for my clients. Provided a full spectrum of highly customized wealth management services.
Dec 2006 - Aug 2008
1 education record
David W. education
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Hope College
FAQ
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What company does David W. work for?
David W. works for Strategic Asset Management.
What is David W.'s role at Strategic Asset Management?
David W. is listed as Investment Advisor Representative at Strategic Asset Management.
Where is David W. based?
David W. is based in Schaumburg, Illinois, United States while working with Strategic Asset Management.
What companies has David W. worked for?
David W. has worked for Strategic Asset Management, Dempsey Lord Smith, Llc, Rda Financial Network, Inc., Cambridge Investment Research, and Hsbc.
How can I contact David W.?
You can use AeroLeads to view verified contact signals for David W. at Strategic Asset Management, including work email, phone, and LinkedIn data when available.
What schools did David W. attend?
David W. holds B.A. from Hope College.
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