Broker Check
David A Hatton, CFP®, EA

David A Hatton, CFP®, EA

Wealth Advisor, VP

Address:

300 North Hunt Club Road
Gurnee, IL  60031

Serving the Gurnee, Illinois area

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals

Career Highlights & Industry Expertise

  • Financial industry professional since 1996
  • Series 6, 7, 9, 10, 24, 63 and 65 held through LPL Financial
  • Illinois / Indiana / Wisconsin Life, Accident and Health Insurance License
  • Long Term Care Certification

Education

  • Bachelor’s in political science from Ball State University
  • Master of Science in Financial Services (MSFS) from The American College

Community Involvement

  • Treasurer / Finance and Investment Committee Chair of the Healthcare Foundation of Northern Lake County
  • Executive Committee Member of the Healthcare Foundation of Northern Lake County
  • Deacon Board Chairman and Treasurer of Grace Community Bible Church

In my spare time, I enjoy cycling, hiking, camping, reading, and spending time with my wife, daughters and dogs. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Heather Cortez at (779) 265-8069 or heather.cortez@onbinvestments.com.

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