David John Walz

Employer firm

Cgn Advisors, LLC CRD 159359

$1.60B regulatory AUM 999 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2005 → 03/2024
  Arcadia Financial Strategies, Inc.
  Oak Park, IL
• 06/2023 → Present
  Cgn Advisors, Llc
  Oak Park, IL

Previous Registrations

• 1998-02-10 → 2024-03-28
  Arcadia Financial Strategies, Inc.
  Oak Park, IL

Other Businesses

1) David John Walz is the Member of Board of Regents and Finance Committee at Concordia University Chicago; It is a private university; Not investment related; 7400 Augusta St. River Forest IL 60305; 2026-01-16; 3 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Website address: www.cuchicago.edu.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-08

Designations

• Certified Financial Planner