DC
ChFC
DC
ChFC

David Alan Coiner

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2305 E. 52nd St., Suite 2, Davenport, IA, 52807

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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 Coiner Financial Services, Inc. and a Financial Advisor at Berst Wealth Management, spending nearly full-time providing investment and advisory services. He is also an insurance agent providing long-term care, dedicating minimal time to this activity.

Employment History
Current Registrations
Nations Financial Group, INC.
April 2005 - Present · 20 yrs 10 mos
Nations Financial Group, INC.Broker
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
Beyer & Company
March 2003 - April 2005 · 2 yrs 1 mo
Beyer & CompanyBroker
September 2002 - April 2005 · 2 yrs 7 mos
Locust Street Securities, INC.
June 2002 - October 2002 · 4 mos
Locust Street Securities, INC.Broker
June 2002 - October 2002 · 4 mos
American Express Financial Advisors, INC.
January 1999 - June 2002 · 3 yrs 5 mos
American Express Financial Advisors INC.Broker
April 1990 - June 2002 · 12 yrs 2 mos
Ids Life Insurance CompanyBroker
April 1990 - June 2002 · 12 yrs 2 mos
State Registrations21 states
ARAZCOCTFLGAIAIDILMAMNMOMTNCRISCSDTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.