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.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
46 years
Location
Gulf Shores, AL
Equitable Advisors
Institution
David Tressler is a CFP® and ChFC® with 45 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he serves as a committee member at the University of South Alabama, participates in the Mobile Lions Club, and sits on the board of the South Alabama Foundation for Intellectually Disabled. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Gulf Shores, AL
Gulf Shores AL
Advisors at this office
2
Alabama
46 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
Axa Advisors, Llc
1999 - 2020 • 21 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 63, Series 65
Gulf Shores, AL
Dyken Wealth Strategies, Inc.
Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.
CFP®, Series 66
Orange Beach, AL
Bridgeworks Asset Management, LLC
Christopher Bales is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He founded and leads Bridgeworks Asset Management, LLC, and also operates Bales Law Firm and previously managed Bridgeworks Divorce Planning, LLC. His background includes roles at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, customizing strategies that incorporate modern portfolio theory, technical analysis, and various trading approaches. Its practice is uniquely integrated with family-law services, reflecting the principal’s dual financial planning and legal expertise.
Series 63, Series 65
Elberta, AL
Grant Financial Group
John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.
Series 65
Elberta, AL
Freedom Wealth Coaching, LLC
Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. Freedom Wealth Coaching provides fee-based investment management, financial planning, and non-discretionary retirement plan consulting to individuals, trusts, estates, small businesses, and plan sponsors. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.
Series 63, Series 65
Orange Beach, AL
NewSong Capital Management, Inc.
Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.
Series 66
Orange Beach, AL
StoneX Advisors Inc.
Patrick Bussey III is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at StoneX Advisors since 2016 and StoneX Securities since 2000. Outside of his advisory work, he serves as Vice Chairman on the board of Gumbo Inc., a nonprofit focused on economic development in South Baldwin County, Alabama. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and in-house teams to implement investment strategies through proprietary models, third-party managers, and multiple account platforms.
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