David
Krist
Millington Financial Advisors, LLC
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About this Advisor
David Krist is a financial advisor based in Naperville, Illinois, working with Millington Financial Advisors, LLC. David has previously held a position at Vantage Financial Partners, LTD. David has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, David is part of Millington Financial Advisors, LLC, which operates out of Naperville, Illinois. The firm has 4 employees and manages assets totaling $158.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Millington Financial Advisors, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Millington Financial Advisors, LLC Brokerage Details
$158,490,000
4
130
$1,219,154
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Krist Work History
Vantage Financial Partners, LTD
Disclosures
Please visit the SEC profile of David Krist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Millington Financial Advisors, LLC
Naperville, IL
Naperville, IL
Naperville, IL
Downers Grove, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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