David Alan Massart

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 12/2021
  Next Generation Wealth Management
  Milwaukee, WI
• 01/2022 → Present
  Beacon Pointe Advisors, Llc
  Milwaukee, WI

Previous Registrations

• 2005-04-25 → 2022-03-07
  Next Generation Wealth Management, Inc.
  Milwaukee, WI
• 2005-01-03 → 2005-04-22
  Wells Fargo Investments, Llc
  Milwaukee, WI
• 2003-01-06 → 2004-12-31
  Strong Capital Management Inc
  Menomonee Falls, WI

Other Businesses

Name of other business: US Bank Global Fund Services Investment related: Yes Address: US Bank Global Fund Services 616 East Wisconsin Avenue Milwaukee, WI 53202 Nature of business/Title: Serve as an independent trustee of the Managed Portfolio Series Trust and the ETF Series Solutions Trust (the 'Trust'), a Delaware statutory trust that is registered with the Securities & Exchange Commission ('SEC') as an open-end management investment company, and as a director for each series fund in the Trust (each a 'Fund'). The start date of your relationship: Managed Portfolio Series Trust - April 2011 ETF Series Solutions Trust - August 2012 The approximate number of hours per month you devote to the other business: 33 hours per month The number of hours you devote to the other business during securities trading hours: 20 hours per month Briefly describe your duties relating to the other business: To provide oversight and protect the shareholders' best interests.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-08
• S63 Uniform Securities Agent State Law Examination
  1993-04-06

Other Names

• Dave Massart