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David Christopher Leuze

Significant Wealth Partners LLC

Cary, IL

CRD 6942438

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Employer firm

Significant Wealth Partners LLC CRD 293060

$126M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Significant Wealth Partners Llc

117 W. Main St., Cary, IL 60013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-08-29
  • IL RA
    APPROVED
    Since 2019-08-29

Branch Locations

117 W. Main St., Cary, IL 60013 • 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
Merrill Lynch Deer Park IL 04/2018 08/2019
Camping World Island Lake IL 02/2017 04/2019
Unemployment Wauconda IL 05/2016 02/2017
Significant Wealth Partners Llc Cary IL 06/2020 Present
Unemployed Cary IL 08/2019 06/2020
  • 04/2018 → 08/2019
    Merrill Lynch
    Deer Park, IL
  • 02/2017 → 04/2019
    Camping World
    Island Lake, IL
  • 05/2016 → 02/2017
    Unemployment
    Wauconda, IL
  • 06/2020 → Present
    Significant Wealth Partners Llc
    Cary, IL
  • 08/2019 → 06/2020
    Unemployed
    Cary, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-25
  • S66 Uniform Combined State Law Examination
    2018-10-25
Other Names
  • David Leuze

View on SEC IAPD

Nearby Firms

WEALTH BUILDER FUNDS LLC
HERITAGE STRATEGIC WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Alayna Leuzé
BRIAN WILLIAM ATKINS
Joshua Lynn Lang

Nearby Offices

WEALTH BUILDER FUNDS LLC · CARY, IL
HERITAGE STRATEGIC WEALTH, LLC · CARY, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Cary, IL

More in Cary, IL

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