Latko Wealth Management
45yrs
Top advisor by experience in Frankfort
19yrs
David Gustafson has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Frankfort, Illinois. David has been with LPL Financial since 2026. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 77 advisors with offices in Frankfort, and one of 75 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 57% of advisors in Illinois
Office10235 W. Lincoln Hwy, Frankfort, IL 60423
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowLPL Financial LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call LPL Financial at 704-733-3300 and ask for David Gustafson. David works from the Frankfort, IL office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 57% of advisors in Illinois.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Lasalle St. Investment Advisors
43yrs
Top 2% by experience in Illinois
Empower Advisory Group
41yrs
Top 1% by experience at Empower Advisory Group
Osaic Wealth
36yrs
Top 5% by experience in Frankfort
LPL Financial
35yrs
Top 6% by experience in Frankfort
LPL Financial
34yrs
Top 8% by experience in Frankfort