David Sleeter, CFA, AIF®
David Sleeter, CFA, AIF®
Analyst, Wealth Advisor | Oak Brook IL
Phone:
630-368-6160
Fax:
630-368-0880
E-mail:
dsleeter@totalclaritywealth.com 1200 Harger Road Suite 222
Oak Brook, IL 60523
David joined Total Clarity Wealth Management in 2013 after spending nearly five years in the investment research and portfolio management arm of Manning & Napier Advisors, a multi-billion dollar asset manager located in upstate New York. While at Manning & Napier Advisors, David was a member of the healthcare team with a particular emphasis on identifying attractive growth investments.
In addition to utilizing his analysis skillset to identify attractive investment opportunities for the long term across asset classes, David is focused on helping individuals & institutions to understand their current financial situation and to develop a plan to work towards achieving their financial goals.
In particular, David’s mission statement includes a focus on:
- Utilizing a goals-based approach to developing comprehensive solutions designed to work towards optimizing a client’s overall financial wellbeing
- A desire for sustainable partnerships with clients that stand the test of time
- Ensuring that a client’s needs always comes first and that lines of communication between client and advisor are open
David graduated from the University of Illinois Urbana – Champaign in 2008 with a BA degree in economics and a minor in mathematics. He holds the Chartered Financial Analyst designation, is a member of the CFA Society of Chicago, and holds the Accredited Investment Fiduciary designation.
AIF® Accredited Investment Fiduciary
David Sleeter is a registered representative of LPL Financial and offers securities solely through LPL Financial, member FINRA/SIPC. David provides investment advisory services through Total Clarity Wealth Management, an SEC registered investment advisor (or State RIA as the case may be), Total Clarity Wealth Management is not an affiliate of LPL Financial.
