DL
CFP
DL
CFP

David Francis Lagrange

25 Years of Experience
3 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

56 Court Street, Winterset, IA, 50273

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2024
Settled
Customer Dispute
November 2024
Settled
Regulatory
September 2024
Final
Other Business ActivitiesSells Insurance

David owns and operates Bridges Insurance Group, offering fixed insurance, property-casualty, life, and health insurance, dedicating about 10-20% of his time. He is also the president of Bridges Financial, Inc., a financial services business, and holds various treasurer and board member positions in community organizations.

Employment History
Current Registrations
Moloney Securities Asset Management LLC
February 2016 - Present · 10 yrs
Moloney Securities CO., INC.Broker
July 2012 - Present · 13 yrs 7 mos
Previous Registrations
Moloney Investment Advisory LLC
March 2016 - December 2016 · 9 mos
Moloney Securities CO., INC.
August 2012 - April 2016 · 3 yrs 8 mos
Eagle One Investments, LLC
January 2010 - July 2012 · 2 yrs 6 mos
Eagle One Investments, LLCBroker
July 2000 - July 2012 · 12 yrs
State Registrations24 states
ARAZCACODCFLIAIDILMIMNMOMTNCNENYOHOKSCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.