David
Krist
Millington Financial Advisors, LLC
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About this Advisor
David Krist is a certified financial planner based in Naperville, Illinois, who has 2 years of relevant experience. Krist works at Millington Financial Advisors, LLC. During their career, Krist has held roles at Bp Products North America and Vantage Financial Partners, LTD. Krist holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Illinois and Texas. Millington Financial Advisors, LLC is a financial advisory company that has its headquarters in Naperville, IL. It administers $127 million in assets across its 139 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 139 customer accounts, 51% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Millington Financial Advisors, LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Millington Financial Advisors, LLC Brokerage Details
$126,630,310
4
139
$911,009
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
David has been registered as a financial advisor for 2 years.*
Vantage Financial Partners, LTD
Bp Products North America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Downers Grove, IL
Naperville, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
