David Alan Lakis

Cl Wealth Management LLC

26 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

9631 Knollwood Lane, Fort Pierce, FL, 34951

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History

Regulatory History (1)

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Employment Separation After Allegations

September 2017

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Other Business ActivitiesSells Insurance

David is the owner of Lakis Investments Inc. and an independent insurance agent selling various insurance products, including annuities, life/health insurance, and long-term care insurance. He also sells medicare supplement insurance, life insurance, long term insurance, variable annuities, EIAs and fixed annuities through Cygniak Planning Inc., spending a few hours per week on each activity.