8651 Watson Road,
I became a financial advisor because I personally found it challenging as an individual to get the guidance I was seeking about investment and financial planning from advisors that I spoke with.
As I explored the knowledge necessary to find answers to my questions I realized that most people I knew were having similar problems and yet needed someone in their corner to aid them in their path forward.
I naturally like to help people and my experience over the years both as a youth coach and in business as a manager/leader offered an opportunity to help many people achieve their financial goals.
So, I make it a point to share what I have learned through my life experiences, training as a financial professional, and investment portfolio manager with the people I meet with and serve. My hope is that they are educated about the process and options available to them so that they can make the best choice for themselves and their family for both today and into the future.
Financial Advisor | CUSO Financial Services, L.P. at Arsenal Credit Union
As a member of Arsenal Credit Union you have access to David Weis, knowledgeable Financial Advisor available through our broker-dealer CUSO Financial Services, LP (CFS)*.
In today’s market, it’s essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation.
Since 2007, David has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. He focuses on retirement strategies and IRA rollovers for 401(k)’s, 403(b)’s, 457’s, Profit Sharing, and TSP’s.
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, David is here to:
If you would like to learn more about David and his services, feel free to contact him at 314.919.1058 / firstname.lastname@example.org. View David’s past experience, exams passed and state licenses on BrokerCheck.