David Darner (CRD# 1053765) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 39 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Asset Management | Rochester, MN | Oct 2020 - Current | 3 |
David L. Darner | Coralville, IA | Aug 2016 - Current | 7 |
Independent Insurance | Coralville, IA | Jun 1980 - Current | 43 |
United Planners Financial Services | Scottsdale, AZ | Jun 2016 - Oct 2020 | 4 |
Rda Financial Network | Coralville, IA | Jan 2011 - Oct 2020 | 9 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Jul 2016 | 11 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2002 - Jul 2016 | 14 |
Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2001 - Jul 2016 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1984 |
- IA
- TX
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts566ACCOUNTS
-
Average Account Value$208,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL, MN, NC, TX
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