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David D

Series 66

Wichita, KS

Cetera

David Duvall is a financial advisor with Cetera in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Voya Financial Advisors and Cetera Wealth Services, and he is currently a part owner of DuVall Enterprises LLC. He is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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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Jonathan D

Series 66

Wichita, KS

Cetera

Jonathan Du Vall is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with firms including Voya Financial Advisors and Axa Advisors, and is a part owner of Duvall Wealth Partners LLC. Outside of investment advisory, he is also an independent insurance agent specializing in fixed insurance product sales. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers with discretionary and non-discretionary program options.

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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