David Lake
President at CWP Private Wealth Management
- Role
- President at Cwp Private Wealth Management
- Location
- West Bend, WI, US
- LinkedIn followers
- 500 followers
About David Lake
David has accumulated more than 35 years of experience in the securities and advisory industry. In 1986, he started his career as a Floor Trader on the Chicago Board of Options Exchange (“CBOE”) and maintained that position until 1989. From 1989 to 2010, David was a Registered Representative for The New England, Dempsey Financial, and Harbour Investments, Inc. From 2008 through October 2010 he was also an Investment Advisor for Wisconsin Wealth Advisors, LLC. In October 2010, David established Capital Wealth Advisors, LTD as an RIA. David is the Owner and Portfolio Manager of Capital Wealth Advisors, LTD. In September 2015, he co-founded RIA Services, LLC and acts as Portfolio Manager.
Experience
President
Sep 2015 — Present · West Bend, WI, US
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA
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