David J. Zaegel
CWOS FOR HIRE
Saint Louis, MO 63131
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CRD#: 6195892
Professional summary
David Joseph Zaegel, CFP®, who also goes by Dave Zaegel, David Zaegel, is a registered financial advisor currently at CWOS FOR HIRE located in Saint Louis, Missouri.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Dave worked as a CPA for the first decade of his career in various auditing and corporate accounting positions. He shifted to financial planning to help business owners, who often don't have the time to handle or understand the personal financial impacts of their business. Through CWOs for Hire, we remove burdens and risks for our clients so they can focus on the business itself and enjoying life. We handle everything from investment management, to insurance planning, to tax planning and return preparation, and so much more. Through this set-up, our clients love being able to contact us and get quick answers to their questions.
Question & Answer
What are your service offerings?
Investment Planning
Small Business Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
Entrepreneurs
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Dave Zaegel | David Zaegel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business; CPAs for Hire LLC whether the business is Investment-related; not investment related the address of the other business; Chesterfield, MO the nature of the other business; accounting & tax your position; minority owner title, or relationship with the other business; accountant & minority owner the start date of your relationship; January 2016 the approximate number of hours/month you devote to the other business; 20% of my time is spent on that business the number of hours you devote to the other business during securities trading hours; 8 hours per week and briefly describe your duties relating to the other business; CFO services and tax return preparation the name of the other business; Fastball LLC whether the business is Investment-related; It is investment-related education to the general public; no investment advice given the address of the other business; St. Louis, MO the nature of the other business; investment education to the general public your position; owner title, or relationship with the other business; owner the start date of your relationship; have owned the LLC since June 2011, but it has been dormant for a long time. Restarted in January 2025. the approximate number of hours/month you devote to the other business; 10% of my time will be spent on this business the number of hours you devote to the other business during securities trading hours; 4 per week and briefly describe your duties relating to the other business; researching investments, administration of the business, marketing, and recording educational videos.
CRS (Client Relationship Summary) - RIA
Click below to view David Joseph Zaegel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
April 7, 2016 - Present
CWOS FOR HIRE
Office #1: 13492 Clayton Road, Saint Louis, MO 63131RIA
CRD#: 282564
Saint Louis, MO
Past
August 8, 2013 - December 31, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CHESTERFIELD, MO
Past
June 19, 2013 - December 31, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHESTERFIELD, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(4/7/2016)
IAR
Texas(9/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CWOS FOR HIRE
CWOS FOR HIRE | CWOS FOR HIRE LLC
CRD#: 282564 / SEC#:
Missouri
Registered Investment Advisory firm - (4/5/2016 Approved)Texas
Registered Investment Advisory firm - (9/21/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13492 Clayton Road, Saint Louis, MO 63131
Mailing Address
Phone number
(314) 807-9870
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 39,184,153 |
Red Flags
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Company Information
CWOS FOR HIRE
CRD#: 282564Saint Louis, MO 63131TRUST BUT VERIFY
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