![David I. Brozenic](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
David I. Brozenic
Portfolio Manager-Aktien bei V Wealth Advisors LLC
Profil
Mr. David I.
Brozenic is a Wealth Consultant at V Wealth Advisors LLC.
As a Partner, he now serves as the point person for many of VWealth’s relationships, working shoulder to shoulder with a wide variety of families and individuals to create clear, goal-focused, and achievable financial plans.
He has helped shape the firm’s culture of always putting clients first, and provides a diversified planning approach that uses unique structures to protect and grow investments through the ups and downs of market cycles.
Prior to joining the firm, Mr. Brozenic spent time as an advisor with Banc of America Investment Services, Inc. and American Century Investments.
He is a graduate of Southwest Missouri State (aka Missouri State) in Springfield, MO with degrees in Administrative Management and Computer Information Systems.
Aktive Positionen von David I. Brozenic
Unternehmen | Position | Beginn |
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V Wealth Advisors LLC
![]() V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Portfolio Manager-Aktien | 01.08.2009 |
Ausbildung von David I. Brozenic
Missouri State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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V Wealth Advisors LLC
![]() V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |