David Rowland
Advisor at Sanctuary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sanctuary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jackson, MO 63755
Credentials
Series 66
Industry experience
1 year
David Rowland is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in banking and hospitality, including a current role as a bartender and waiter at King David's Winery, Meadery and Brewery. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Based on Sanctuary Advisors, LLC
Based on Sanctuary Advisors, LLC
Fixed fees negotiated individually for financial planning services
$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%
Hourly fees negotiated individually for financial planning services
Performance-based fees charged only to Qualified Institutional Buyers with at least $100 million in securities
Account minimum: $10,000
514 South Hope Street
Jackson, MO 63755
Missouri · Texas
Sanctuary Securities, Inc.
2026 - Present (1 year)
King David's Winery, Meadery and Brewery
2025 - Present (1 year)
Ameriprise
2024 - 2026 (2 years)
Montgomery Bank
2023 - 2024 (1 year)
Tiger Moving LLC
2021 - 2022 (1 year)
Missouri State University
2019 - 2023 (4 years)
Bootheel Diesel
2014 - 2021 (7 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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