DS
DS

David Patrick Sawinski

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

3258 Clear Vista Ct., Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the president of DPS Financial Inc., focusing on investment and retirement planning, dedicating about 10-20% of his time. He also manages rental properties through several LLCs and works as an insurance agent selling life insurance and annuities, taking about a quarter of his time.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
July 2020 - Present · 5 yrs 7 mos
Glp Investment Services, LLCBroker
April 2002 - Present · 23 yrs 10 mos
Previous Registrations
New England SecuritiesBroker
June 1999 - April 2002 · 2 yrs 10 mos
Pruco Securities CorporationBroker
March 1995 - May 1999 · 4 yrs 2 mos
Allmerica Investments, INC.Broker
December 1994 - February 1995 · 2 mos
Pruco Securities CorporationBroker
March 1988 - October 1994 · 6 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
March 1988 - December 1993 · 5 yrs 9 mos
State Registrations10 states
ALAZFLGAILKSMINVNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Patrick Sawinski - Financial Advisor | TrueAdvisor