David Fitzgerald, CFP®

Contact Information

Office: (314) 894-5923

Email: d.fitzgerald@lpl.com

Check the background of this investment professional on FINRA Broker Check.

 

Branches Served

Columbus, Crestwood, Fenton, Fort Collins, Jeffco, Merrimack, Shiloh, South County, Tesson Ferry

 

Meet David

David has been with Together Investment & Retirement Services (TIRS) since April of 2019. He has been in the wealth management industry since 2010 and graduated from SIUE in 2009 with a bachelor’s degree in Finance.

 

Prior to becoming a financial advisor, David spent more than two years traveling the country auditing financial advisors for a major firm. He brings the lessons he learned from those trips and conversations with other advisors with him to help better serve his clients. He left his role as an auditor to become a financial advisor in his hometown of Collinsville, IL in early 2015. He earned the CFP® designation after completing an education program through Boston University and passing the CFP Board examination.

 

Now he enjoys his role with TIRS, educating his clients, and helping them to better position their financial lives. David is an avid runner, golfer, coach, and billiards player. He and his dog Lily are living near Together Credit Union’s headquarters in St. Louis, enjoying the city life.

 

Qualifications

B.S. in Finance; Series 7 & 66 with LPL Financial; Life & Health Ins.; CERTIFIED FINANCIAL PLANNERTM

David is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer, and a member of FINRA and SIPC.

 


David Fitzgerald is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Together Credit Union and Together Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Together Investment & Retirement Services, and may also be employees of Together Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Together Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency		 Not Credit Union
Guaranteed		 Not Credit Union
Deposits or Obligations		 May Lose Value