David W. Bartz

David W. Bartz

Registered Representative

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

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  • 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