David  Wallin

5560 NW 72nd St.
Building A
Warr Acres, OK 73132

About APEX Financial Solutions

Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you. A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.

19 Years of Experience


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General Information

Insurance License#:   112482
States Licensed in:   OK
WV
TX
Number of Years with Current Firm:   15


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Accident , Annuity , Health , Disability , HMO , Variable Life , Variable Annuity , Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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



Disclosures


Disclaimer

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The Firm does not accept or take responsibility for acting on time-sensitive instructions sent by e-mail including transaction orders, fund transfer instructions, stop payments on checks, or similar instructions. If you are not the intended recipient, please notify the sender immediately.

David  Wallin

David  Wallin

AIF


Charles David Wallin founded APEX Financial Solutions in 2003 with partners Jeff Dodson and Michael Entz. Their goal was to create a firm that was truly unique in their services and set apart for both the clients they serve and the team they build. Through these objectives Summit National Partners was formed, an alliance of other firms that act as a co-op to provide a size and scope of knowledge and experience that better serves our shared client base. David has been in the business for nearly twenty years and hold current licenses for insurance, series 7, 66, and 24 securities, as well as, his Accredited Investment Fiduciary designation. The AIF designation requires extensive specialized training and accountability that allows David to offer his prospective and future clients a standard of service that is in their best interest.

**Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
The Firm does not accept or take responsibility for acting on time-sensitive instructions sent by e-mail including transaction orders, fund transfer instructions, stop payments on checks, or similar instructions. If you are not the intended recipient, please notify the sender immediately.

Broker Check

My Team


Jeffrey L.  Dodson

Jeffrey L. Dodson


Vice President, Registered Representative, Cetera Advisor NetworksWe believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? Whats the be ...more

J. Michael  Entz

J. Michael Entz


Attorney and Counselor at Law, law firm of J. Michael Entz We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management

Carl E.  Thomas

Carl E. Thomas


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management

Jeff Walls

Jeff Walls


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management

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