David Michael Sawchuk

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → Present
  Lincoln Investment
  Southfield, MI
• 07/2002 → Present
  Great American Advisors, Inc.
  Bingham Farms, MI

Previous Registrations

• 2003-02-04 → 2010-08-02
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH
  Southfield, MI
  Southfield, MI
  Cincinnati, OH

Other Businesses

TAYMOUTH TOWNSHIP ZONING BOARD OF APPEALS POSITION: Member NATURE: Governmental. Township property zoning appeals. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2019 ADDRESS: 4343 E. Birch Run Road, Birch Run MI 48415, United States DESCRIPTION: This is a board/committee that assembles on an "as needed" basis to review a township property owners request for a variance to the township zoning rules. FIXED ANNUITY AND INSURANCE SALES POSITION: Sales agent NATURE: Fixed Annuity, Life Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 06/22/1994 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: Fixed Annuity Sales. Life Insurance Sales. I will only be servicing existing policies which were writtenprior to2017 and receiving residuals. All newinsurance business as of January 1, 2017 has been placed through Lincoln Investment, LLC or Consolidated Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-07
• S63 Uniform Securities Agent State Law Examination
  1994-08-26