David M Walther, CPA / PFS, JD
Director of Wealth Services
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"Our broad range of services reflects our core philosophy to provide comprehensive and integrated solutions."
Dave Walther brings to Purk Advisors LLC. nearly 30 years of experience as the trusted advisor to individuals and businesses on a wide variety of financial and tax issues. Dave implements integrated and comprehensive plans that address both current and long-term financial and tax issues. His key practice areas include estate planning, retirement planning, investments and tax consulting.
Dave graduated from the University of Kansas in 1978 with a Bachelor of Arts degree in Accounting. His education continued at the University of Missouri-Kansas City, where he completed his Law degree in 1981.
Over the years, Dave has been quoted as an authority on financial and tax issues in several prestigious national publications, including The Wall Street Journal, Fortune Magazine, Money Magazine and USA Today.
His professional affiliations include: the American Institute of Certified Public Accountants; The Missouri Bar; Missouri Care Planning Council and Estate Planning Council of St. Louis.
Dave can be reached at email@example.com or at 314-884-4018.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors Inc. We have advisors licensed to offer securities in the states of Florida, Illinois, Indiana, Missouri, California, Virginia, Colorado, North Carolina, Ohio and Utah. This is not an offer to sell securities in any other state or jurisdiction.