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David Schlossberg
25 Years of Experience
East Dundee, IL
1 DisclosureBrokerSells Insurance
David Schlossberg is a registered investment advisor, based in East Dundee, IL, with 25 years of industry experience.
Location
1141 East Main Street, Suite 215, East Dundee, IL, 60118-2440
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Regulatory History (1)
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Criminal
June 1993Final Disposition
Other Business ActivitiesSells Insurance
David is the president of Assured Concepts Group, Ltd, where he sells insurance, dedicating minimal time. He is also the president of Tax Plan for Wealth, Inc., providing tax preparation and planning services for about 10-20% of his time, and a trustee for his son's special needs trust, requiring no time. David also owns land in Texas that he leases for farming hay.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2021 - Present · 4 yrs 5 mos
Assured Advisory Group, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
National Asset Management, INC.
September 2020 - December 2021 · 1 yr 3 mos
National Securities CorporationBroker
September 2020 - December 2021 · 1 yr 3 mos
Fsic
January 2010 - September 2020 · 10 yrs 8 mos
FsicBroker
January 2010 - September 2020 · 10 yrs 8 mos
Ing Financial Partners, INC
December 2009 - January 2010 · 1 mo
Ing Financial Partners, INC.Broker
December 2009 - January 2010 · 1 mo
Ing Financial Partners, INC
August 2004 - November 2009 · 5 yrs 3 mos
Ing Financial Partners, INC.Broker
April 2003 - November 2009 · 6 yrs 7 mos
Woodbury Financial Services, INC.
May 2002 - April 2003 · 11 mos
Woodbury Financial Services, INC.Broker
September 2000 - April 2003 · 2 yrs 7 mos
State Registrations12 states
AZCAFLILINKSMINVSCTNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.