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David Geoffrey Smestuen

Coyle

Glenview, IL

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Current Employers
Coyle

2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-27
  • IL RA
    APPROVED
    Since 2022-06-27

Branch Locations

2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coyle Financial Counsel, Llc Glenview IL 07/2021 Present
Cobalt Robotics San Mateo CA 12/2019 07/2021
E-9 Enterprises Colorado Springs CO 09/2018 12/2019
Old Timers Cowboy Kitchen Laredo TX 02/2017 09/2018
United States Marine Corps Washington DC 05/2008 02/2017
  • 07/2021 → Present
    Coyle Financial Counsel, Llc
    Glenview, IL
  • 12/2019 → 07/2021
    Cobalt Robotics
    San Mateo, CA
  • 09/2018 → 12/2019
    E-9 Enterprises
    Colorado Springs, CO
  • 02/2017 → 09/2018
    Old Timers Cowboy Kitchen
    Laredo, TX
  • 05/2008 → 02/2017
    United States Marine Corps
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14

View on SEC IAPD

Other Firms

ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC
MERINO WEALTH MANAGEMENT
MORGAN STANLEY
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS
LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY
Owen McNamara

Other Offices

ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MERINO WEALTH MANAGEMENT · GLENVIEW, IL
MORGAN STANLEY · Glenview, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL
COYLE · GLENVIEW, IL

More in Glenview, IL

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