About David Millington
David prides himself on advising clients with the intention of reducing or eliminating financial stress. David has worked with John, Karoline, and Steve since 2003. He has taken a passion to the investment world ever since he built his first stock portfolio in 7th grade. His tenacious work ethic stems back to his days as a newspaper delivery boy—his first paycheck at the age of 8 still hangs on his wall.
As a CERTIFIED FINANCIAL PLANNER™ David enjoys being able to offer sound advice within the advisory relationships he maintains with his clients. His experience with mergers and acquisitions makes him a vital asset to business owners as a Certified Exit Planning Advisor®.
In addition to the role as Puzzle’s President, he heads the Business Development committee and serves on the Investment Committee as a Senior Portfolio Manager.
David is honored to be included in the Forbes Best-in-State list of top advisors for 2021*. Prior to joining The Klaas Group, David was a Founding Partner of Arcis Trading in Chicago, IL. He graduated from the University of Illinois at Urbana-Champaign with a B.S. in finance in 1999. He and his family reside in Southlake, TX. His passions include watching his boys compete in several sports, cheering on Chicago/Dallas sports teams, and working on lowering his golf handicap.
* The Forbes Best-in-State wealth advisor ranking, developed by SHOOK Research, is based on in-person telephone due diligence meetings, and a ranking algorithm that includes: Client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objections and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.
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