Dave Walther , CPA / PFS, JD
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Director, Wealth Management Services at Purk Advisors, LLC
Investments / Retirement Plans / Tax Compliance
EXPERIENCE

David Walther, CPA / PFS, JD, is Director of Wealth Management Services at Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C. Dave and his team work with clients to help plan for their retirement, manage investments, and prepare financially for life events. Dave strives to provide comprehensive and integrated solutions that give clients the best opportunities to provide for their loved ones and to meet their goals.

  • Brings more than 30 years of experience working with individuals and businesses on a variety of financial and tax issues
  • Quoted on financial and tax issues in national publications including The Wall Street Journal, Fortune Magazine, Money Magazine and USA Today
  • Joined Purk & Associates in 2010
SPECIALIZATION
  • Investment Strategies
  • Retirement Maximization
  • Insurance and Asset Protection
EDUCATION & MEMBERSHIPS
  • B.S., Accounting, University of Kansas, Lawrence, Kansas
  • J.D., University of Missouri – Kansas City, Kansas City, Missouri
  • Missouri Society of Certified Public Accountants (MSCPA)
  • American Institute of Certified Public Accountants (AICPA)
COMMUNITY INVOLVEMENT
  • Brentwood Chamber of Commerce - Treasurer
  • Beta Theta Pi St. Louis Alumni Club - President
  • St. Mary Magdalen Parish - Financial Advisory Board
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 Illinois, Missouri, California, Wisconsin, North Carolina, Ohio, Utah, Florida, and Kentucky. This is not an offer to sell securities in any other state or jurisdiction.
EMAIL Dave
“We want our clients to become ‘friends of the firm’ where we truly enjoy working together to solve problems, plan for the future and provide peace of mind.”