David B Panko III, CFP

David B Panko III, CFP

Assistant Brand Manager

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  • Timeline

  • About me

    Senior Vice President Wealth Management

  • Education

    • Northern Kentucky University

      1994 - 1998
      B.S. Business and Marketing
    • Xavier University

      2018 - 2020
      Master of Business Administration - MBA Business Intelligence
    • The American College

      2010 - 2011
      Certified Financial Planner Certificate Financial Planning and Services
  • Experience

    • Hasbro

      Jan 1998 - Jan 2000
      Assistant Brand Manager
    • Learning Curve International

      Jan 2000 - Jan 2002
      Brand Manager
    • Standard Publishing

      Jan 2004 - Jan 2006
      Marketing Manger
    • National Underwriter

      Jan 2006 - Jan 2007
      Marketing Manger
    • MetLife Investors

      Mar 2007 - Dec 2011
      Financial Services Representative, Investment Advisor
    • GPS Wealth Management, LLC

      Dec 2011 - Dec 2016
      Certified Financial Planner, Financial Services Representative, Investment Advisor Representative
    • Ameritas Investment Corp.

      Dec 2016 - Jul 2021

      Sr. Manager Practice Management and Business Consultant working with partners, advisor and office staff in the financial services industry to drive sales and revenue through office efficiency, technology and client experience

      • Sr. Manager Practice Management and Business Consultant

        Oct 2018 - Jul 2021
      • Sr. Platform Consultant

        Dec 2016 - Jul 2021
    • Prosperity Capital Advisors

      Jul 2021 - Oct 2022
      • Senior Vice President Client Experience

        May 2022 - Oct 2022
      • Vice President - RIA Business Development

        Jul 2021 - Jun 2022
    • C2P Enterprises

      Oct 2022 - Aug 2024
      Senior Vice President Investment Distribution
    • Firefighters First Credit Union

      Aug 2024 - now
      Senior Vice President Wealth Management
  • Licenses & Certifications

    • Series 24

      FINRA
      Oct 2016
    • Series 63

      FINRA
      Apr 2007
    • Series 65

      FINRA
      Mar 2012
    • Series 7

      FINRA
      Oct 2009
    • Series 6

      FINRA
      Mar 2007
    • Certified Financial Planner

      CFP Board
      Aug 2015