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David Millington, CFP®, CEPA®

David Millington, CFP®, CEPA®

President & COO

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David prides himself on advising clients with the intention of reducing or eliminating financial stress. David has worked with John, Karoline, and Steve since 2003. He has taken a passion to the investment world ever since he built his first stock portfolio in 7th grade. His tenacious work ethic stems back to his days as a newspaper delivery boy—his first paycheck at the age of 8 still hangs on his wall.

As a CERTIFIED FINANCIAL PLANNERTM David enjoys being able to offer sound advice within the advisory relationships he maintains with his clients. His experience with mergers and acquisitions makes him a vital asset to business owners as a Certified Exit Planning Advisor®.

In addition to the role as Puzzle’s President, he heads the Business Development committee and serves on the Investment Committee as a Senior Portfolio Manager.

David is honored to be included in the Forbes Best-in-State list of top advisors for 2021*. Prior to joining The Klaas Group, David was a Founding Partner of Arcis Trading in Chicago, IL. He graduated from the University of Illinois at Urbana-Champaign with a B.S. in finance in 1999. He and his family reside in Southlake, TX. His passions include watching his boys compete in several sports, cheering on Chicago/Dallas sports teams, and working on lowering his golf handicap.

* The Forbes Best-in-State wealth advisor ranking, developed by SHOOK Research, is based on in-person telephone due diligence meetings, and a ranking algorithm that includes: Client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objections and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.