About
David Kim is a Chartered Financial Consultant specializing in life insurance planning, disability protection, and business succession for Chicago-area entrepreneurs and professionals.
Investment Philosophy
Risk management is the foundation of wealth. Before you can grow your assets, you need to protect them.
Hope for the best, plan for the worst, and insure everything in between.
Firm Information
FirmMidwest Wealth Solutions
PositionSenior Financial Advisor
Agency TypeBroker-Dealer
Firm CRD#456789
About Firm
A full-service financial planning firm serving entrepreneurs and business owners in Chicagoland with a specialty in insurance and succession planning.
Firm Location
Professional Details
Advisor CRD#567890
Fiduciary No
CompensationCommission + Fee
Designations
Licenses
Investment Information
Assets Under Management$62M