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David S

Series 63, Series 65

Springfield, MO

Cetera

David Sanford is a financial advisor with Cetera in Springfield, MO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has served in various capacities at Cetera and affiliated firms since 2002 and operates Sanford & Associates Wealth Advisors, LLC. Outside of his advisory role, he is involved in multiple non-investment businesses, including ownership interests in companies related to propane sales, manufacturing, software, retail, construction, and commercial property, as well as accounting and payroll services. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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