CFA
CFA
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B
Fee Structure
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Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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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.
Learn about disclosures →Other Business Activities
David is involved in several business activities, including real estate rental through Lewis Asset Management LLC and BKD Capital LLC, and consulting through Coleman Research Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Wealth Enhancement Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLCBroker
October 2024 - June 2025 · 8 mos
Fintrust Capital Advisors, LLC
March 2018 - October 2024 · 6 yrs 7 mos
Fintrust Brokerage Services, LLCBroker
July 2013 - October 2024 · 11 yrs 3 mos
Fintrust Investment Advisory Services, LLC
January 2013 - March 2018 · 5 yrs 2 mos
State Registrations7 states
GALANCNYSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.