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David Russell Lingler

CSA FINANCIAL ADVISORS, LTD.·CINCINNATI, Ohio
Unclaimed Profile
4705 LAKE FOREST DRIVE, CINCINNATI, OH 45242CRD# 5508820Firm CRD# 129113
01

About

David Russell Lingler is a registered financial advisor based in CINCINNATI, Ohio, affiliated with CSA FINANCIAL ADVISORS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
AUM
$517M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 5508820
Firm CRD# 129113
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Russell Lingler offer?
David Russell Lingler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are David Russell Lingler's credentials?
David Russell Lingler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Russell Lingler located?
David Russell Lingler is based in CINCINNATI, Ohio, working with CSA FINANCIAL ADVISORS, LTD.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does David Russell Lingler charge for services?
David Russell Lingler's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CSA FINANCIAL ADVISORS, LTD.?
CSA FINANCIAL ADVISORS, LTD. has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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