David Sullwold Email & Phone Number
Certified Financial Planner @ Balanced Investment Company
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Sullwold Location
- South Charleston, WV, US
David Sullwold Work
- Certified Financial Planner @ (January 2024 - Present)
- Financial Advisor @ (September 2004 - Present)
- Retired Financial Advisor @ (June 2022 - February 2024)
- Financial Advisor @ SagePoint Financial, Inc. (September 2004 - June 2022)
- Financial Advisor @ (May 2002 - August 2004)
- Financial Advisor @ Mutual Of New York (March 1998 - April 2002)
David Sullwold Education
- college for financial planning
Certified Financial Planning Practicioner (Financial Planning)
1993-1998 - Oregon State University
Bachelor of Science (Fisheries Science)
1977-1980
David Sullwold Skills
- Client commumication
- Comprehensive Financial Planning
- Wealth Managment
- Insurance Planning
- Financial Services
- Estate Planning
- Retirement
- Retirement Planning
- Financial Advisory
- Finance
- Business Planning
- Investments
- Strategic Financial Planning
- Small Business
- Securities
- Insurance
- Portfolio Management
- Wealth Management
- Mutual Funds
- FINRA
- Series 7
- Life Insurance
David Sullwold Summary
- David Sullwold, based in South Charleston, WV, US, is currently a Certified Financial Planner at Balanced Investment Company. David Sullwold brings experience from previous roles at SagePoint Financial, SagePoint Financial, Inc. and Securian Financial Group. David Sullwold holds a 1993 - 1998 Certified Financial Planning Practicioner in Financial Planning @ college for financial planning. With a robust skill set that includes Client commumication, Comprehensive Financial Planning, Wealth Managment, Insurance Planning, Financial Services and more. David Sullwold has 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different David Sullwold?
Find contact details for 700 million professionals.
Others Named David Sullwold
David Sullwold
Certified Financial Planner
South Charleston, WV, US
Top Balanced Investment Company Employees
David Sullwold
Certified Financial Planner
South Charleston, WV, US
Suresh Basnet
State Director, IA
United States
Jairo Munoz
Vice President
Iowa City, IA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co