David Thompson | Private Wealth Manager
David Thompson has over 30 years of industry experience. He holds series 7 and 63 securities registrations through LPL Financial. Also licensed in insurance for variable/life in Kansas and Missouri. He is a graduate of the University of Kansas in 1983 with a bachelor’s degree.
David specializes in many areas of wealth management, including estate, investment, and retirement planning. David uses his considerable experience and training to develop comprehensive investment plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, as well as estate and risk management strategies.
David has partnered with Personal Financial Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. David’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients minimize income and estate taxes. In addition, David is able to leverage the availability of PFG’s sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, David wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
David was born and raised in Wichita, Kansas where he learned the Midwest values of honesty and integrity. Having strong beliefs and principals for his personal life and business is the foundation which he stands on today. David loves the outdoors and enjoys many sports and activities, including fishing, golf and tennis. He also enjoys traveling with his wife Patrice and son Brooks. They enjoy going to the mountains of Colorado or the beaches of Florida when they have the opportunity.