Dave Wilder
Chief Executive Officer at Total Wealth Planning LLC
Dave Wilder active positions
| Companies | Position | Start | End |
|---|---|---|---|
Total Wealth Planning LLC
 Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Chief Executive Officer | 01/01/2015 | - |
| Chief Investment Officer | 01/01/2015 | - | |
| Investment Committee Member | 01/01/2015 | - | |
| Head of Private Banking | 01/01/2015 | - |
Career history of Dave Wilder
Training of Dave Wilder
| Villanova University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Total Wealth Planning LLC
Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Finance |
- Stock Market
- Insiders
- Dave Wilder
- Experience
