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David Neihart, Private Wealth Advisor serving the Leawood, KS area - Ameriprise Advisors

David Neihart

CFP®

Private Wealth Advisor

Managing Director
The Neihart Financial Group
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • SIE - Securities Industry Essentials Examination
  • Series 3
  • Series 5
  • Series 7
  • Series 8
  • Series 63
  • Series 65

Education

  • Westminster College (MO) Bachelors of Science, Accounting
  • Barstow School

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2022, 2023, 2024
  • Ameriprise Client Experience Award, 2020, 2021, 2022
  • Ameriprise Chairman's Advisory Council, 2021
  • Ameriprise Circle of Success, 2018, 2022
  • Barron’s Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013
  • Barron’s Top 1,200 Financial Advisors, 2014, 2015

Professional associations

  • AAG Advisory Council Member
  • Kansas Society of Certified Public Accountants
  • Missouri Society of Certified Public Accountants

Previous experience

  • Financial Advisor - Managing Director, Ameriprise Financial Services Inc., 2017 to Present
  • Managing Director - Investments, Wells Fargo Advisors, 1988- 2017

Community participation

Quality Hill Playhouse Board Member

Interests

David has been married to his high-school sweetheart for 35 years, and they have three grown children and three grandchildren. He enjoys spending his free time with family, as well as gardening, traveling, and collecting wine. A member of Christ Community Church in Kansas City, he is involved with ministries in Haiti and Kenya.