David is a Certified Financial Planner and financial advisor for Modern Horizons Wealth Advisors and has 27 years experience. He has a degree in Business Administration from Sioux Falls University.
David has been featured in national and local media outlets seeking his financial expertise. He has been quoted in articles for Black Enterprise Magazine and Michelle Singletary's Color of Money Column and InvestmentNews, a financial trade publication. David is a regular guest on NPR's local affiliate, KCUR's Up To Date program representing The Financial Planning Association of Greater Kansas City. He has also been a regular guest on KCTV5's Better Kansas City. He is a frequent contributor to the Kansas City Call newspaper, providing financial tips in the column Financial Matters. David specializes in retirement planning and working with small business owners. He is an active member for the Financial Planning Association of Greater Kansas City and a member of the Urban Financial Services Coalition.
David has been married to Doris for 29 years and they have 3 children. Their interests include international travel, golf, biking and reading. Highlights of their travels includes walking along the Great Wall of China and taking a photo safari in Kruger National Park in S. Africa.
Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you.
Whether you're preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas: Investments, Financial Planning, Insurance, and Employee Retirement Plans
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 229609 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | MO, KS |
| Number of Years with Current Firm: | 4 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Your Office, Video Conference, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Arts - Business Administration | Sioux Falls
- Sioux Falls SD 9/1/1973-12/27/1977 |
| Bachelor of Arts - Business Administration | Sioux Falls
- Sioux Falls SD 9/1/1973-12/27/1978 |
Financial Services |
| Portfolio Management
Provide well diversified portfolio models for different risk tolerance levels. |
| Retirement Planning
We provide retirement planning services including assisting with calculating income needs and saving and investment strategies. |
| Education Funding and Planning
We provide education planning and offer 529 plan, coverdells and UGMAs. |
| Risk Management
We provide insurance reviews and evaluations. We offer life insurance, annuities, long term care and disability insurance. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 2:00 PM |
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