David Steger

Background

About David Steger

Since 2010 I’ve worked in the financial services industry as an investment manager, equity analyst and financial planner. I’m currently an investment manager at the AdvisoryOne Group. My primary responsibilities include building and managing our investment portfolios, leading equity research and analysis, financial modeling and presenting investment analysis to clients and fellow partners of the group. As a result of my work, the business has grown 19% annually and client retention has exceeded 98% for over five years. I earned my Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. I hold a Bachelor's degree in Economics from the University of Michigan (University Honors). I am a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER® professional. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with the AdvisoryOne Group, may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.