David
Brinkman
Schneider Downs Wealth Management Advisors, Lp
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About this Advisor
David Brinkman is a certified financial planner and chartered financial analyst who works in Columbus, Ohio, who has 7 years of industry experience. Brinkman works at Schneider Downs Wealth Management Advisors, Lp. Their career trajectory has included roles at Plante Moran Financial Advisors and Schneider Downs Wealth Management Advisors, Lp. Brinkman has a Series 63 license, designating them as a securities broker, and can operate in Ohio and Pennsylvania. Schneider Downs Wealth Management Advisors, Lp is an advisory company that has its headquarters in Pittsburgh, PA. The investment advisory business has a total of 29 employees. It administers $2 billion in total assets between its 1,894 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 1,894 customer accounts, just 9% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the services. However, fee types billed by Schneider Downs Wealth Management Advisors, Lp likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schneider Downs Wealth Management Advisors, Lp Brokerage Details
$2,175,010,746
29
1,894
$1,148,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Brinkman Work History
David has been registered as a financial advisor for 7 years.*
Schneider Downs Wealth Management Advisors, Lp
Plante Moran Financial Advisors
*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 Brinkman 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 Schneider Downs Wealth Management Advisors, Lp
Columbus, OH
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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.
