David Harvey Stefl
Investment adviser representative at Schwarz Dygos Wheeler Investment Advisors LLC
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$730.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Schwarz Dygos Wheeler Investment Advisors LLCSep 2018 to now
- Cambridge Investment Research Advisors, Inc.Mar 2018 to Jul 2018
- Cambridge Investment Research, Inc.Mar 2018 to Jul 2018
- Ameriprise Financial Services, Inc.Oct 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MN).
Schwarz Dygos Wheeler Investment Advisors LLC
$730.4MAssets managed
525Clients
7Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5508791
- Firm CRD
- 147384