Talk to sales Try for Free
David W. Bartz

David W. Bartz

Registered Representative

Followers of David W. Bartz952 followers
location of David W. BartzGreater Indianapolis

Connect with David W. Bartz to Send Message

Connect

Connect with David W. Bartz to Send Message

Connect

  • Timeline

  • About me

    Managing Director - Financial Advisor - Senior Consulting Group

  • Education

    • North Central High School

      1979 - 1981

    • Ball State University

      1981 - 1986
      Bachelors of Science Business

  • Experience

    • Northwestern Mutual Life

      Sept 1985 - Jan 2000
      Registered Representative

    • Merrill Lynch

      Jan 2000 - Jan 2009
      Financial Advisor/Vice President

    • UBS

      Jan 2009 - Oct 2022

      • Senior Vice President Wealth Management

        Jan 2009 - Oct 2022

      • First Vice President-Wealth Management

        Jan 2009 - Jan 2018

    • RBC Wealth Management

      Oct 2022 - now
      Managing Director - Financial Advisor

  • Licenses & Certifications

    • FA Registered States

      AL,AR,AZ,CA,CO,CT,DC,FL,GA,IL,IN,KY,MA,MD,MI,MN,MO,MT,NC,NJ,NM,NY,OH,PA,SC,SD,TN,TX,VA,WI

    • **Registered States** AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WI

      FINRA