Unclaimed Profile

David Russell Lingler

CSA FINANCIAL ADVISORS, LTD.·CINCINNATI, Ohio

Clean recordCSA FINANCIAL ADVISORS, LTD.

4705 LAKE FOREST DRIVE, CINCINNATI, OH 45242CRD# 5508820Firm CRD# 129113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Russell Lingler · CINCINNATI, OH

Registration

CRD #5508820 · CSA FINANCIAL ADVISORS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

AUM

$517M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SELECTION OF OTHER ADVISERS

Regulatory

SEC/IARD CRD# 5508820

Firm CRD# 129113

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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