David Stangohr
Financial Advisor
Dave is a Financial Advisor with Security Investment Center located at Security Bank in Lee's Summit, MO. He is a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc. and has been serving the Kansas City Area since 2003.
Dave customizes complex investment solutions for clients to help meet current and future financial needs.
- Social Security Income Planning - help clients evaluate Social Security claiming strategies to maximize lifetime benefits while working within their overall financial framework.
- Investment Management - help clients build financial portfolios which address near-term and long-term financial goals.
- Retirement Planning - work with clients through all aspects, from saving for, to transitioning into and then living in retirement.
"If you want to work the rest of your life that's your business, if you don't, that's our business."
Security Bank of Kansas City
1021 Sam Walton Lane
Lee's Summit, MO 64086
816-251-4433
Phone
816-251-4433
E-mail
dstangohr@securityinv.com