David Millington

CFP®, CEPA®

President & COO

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®.

He heads Puzzle’s 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 Inverness, IL. His passions include watching his boys compete in several sports, cheering on Chicago sports teams, and working on lowering his golf handicap.

David Millington is a registered representative with, and securities offered through, LPL Financial, Member FINRA / SIPC. Gladstone Wealth Partners is a separate entity from LPL Financial.

Contact Information

Phone

Office: (630) 425-5416
Personal: (630) 425-5952

Office Address

1901 N. Roselle Rd
Suite 800
Schaumburg, IL 60195

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