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David E

Series 63, Series 65

Wichita, KS

Equitable Advisors

David Ewert is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, LLC for 24 years and Eisenhart And Associates for over 30 years. Outside of his advisory work, he maintains and manages a rental property in Wichita, KS. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and a range of asset-management programs. The firm uses a variety of advisory models, primarily implemented through third-party managers and TAMPs, and provides ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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