David H. Thompson, CFP®

David H. Thompson, CFP®

Financial Advisor

Phone: 614-784-6000
Fax: 614-784-6010
E-mail:
 

As a CERTIFIED FINANCIAL PLANNER™ professional, David’s mission is to help his clients and their families reach their financial goals by providing comprehensive investment advice, portfolio management, and retirement income strategies that can help build and preserve his clients’ wealth.  David believes that commitment, trust, and personalized service provide the foundation of any strong investment plan.  He is dedicated to learning about the client's personal goals and working to build an investment plan focused on their specific needs.


To earn his CFP® professional designation, David completed hundreds of hours of rigorous coursework and examinations, agreed to adhere to high standards of ethical conduct, and completed the CFP® Board’s biennial ongoing certification requirements. As a CFP® professional, David demonstrates skill in analyzing and developing personal long-term investment plans to help clients prepare for retirement and implement strategies for building wealth and realizing their goals. Additionally, David holds the required Series 7 and Series 66 registrations needed to operate as a Financial Advisor.  His educational background includes earning his bachelor’s degree in finance from The Ohio State University and has worked in the investment industry since 2007. 


At Ascend Advisory Group, David is backed by a seasoned team of professionals with deep knowledge and experience in the financial services industry.  The client's relationship with David is supported by the entire team to offer specialized knowledge when needed.  With support from the AAG team, David is dedicated to earning and maintaining confidence, satisfaction and trust when it comes to his clients' financial goals.


Post college, David spent 7 years coaching his former high school hockey team, Upper Arlington High School, and currently remains involved with the program on a volunteer basis.  In his free time, David enjoys spending time with his family, including his six nieces and nephews in the Columbus area.

 

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN. ©2017 Wells Fargo First Clearing, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17