Advisor at Financial Synergy, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Synergy, Inc.
Location
Champaign, IL 61822-8932
Credentials
ChFC®, Series 63
Industry experience
28 years
David Marrone is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been associated with Financial Synergy, Inc. since 1993 and Commonwealth Financial Network, Inc. since 1995. Outside of advising, he serves as a notary public. Financial Synergy, Inc. serves individual clients by providing financial planning, portfolio management, tax preparation, and planning services. The firm operates primarily on a non-discretionary basis, integrating accounting and tax expertise with advisory and insurance services in a small, hands-on practice.
Potential commissions through insurance company products
Fee-only: Fees for tax planning and preparation
2110 Clearlake Blvd., Suite 101
Champaign, IL 61822-8932
Illinois
Commonwealth Financial Network, Inc.
1995 - Present (31 years)
Financial Synergy, Inc.
1993 - Present (33 years)
Commonwealth Equity Services
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Champaign, IL
Willenbrock Financial Planning
CFP®, Series 66
Champaign, IL
Financial Planning, Asset Management
Series 63, Series 65, Series 66
Champaign, IL
W.K. Cooper II Asset Management Corporation
Series 65
Champaign, IL
Cline Financial Concepts, LLC
CFA®, Series 66
Savoy, IL
Impact Investors
CFP®
Champaign, IL
Sterling Wealth Management, Inc.
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