David John Peyton

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Consumer Services

Profile

David John Peyton worked as a Portfolio Analyst at Heartwood Investments, Inc. and BerganKDV Wealth Management LLC from 2016 to 2023.
He obtained his undergraduate degree from the University of Northern Iowa in 2014.

Former positions of David John Peyton

Companies	Position	End
BerganKDV Wealth Management LLC BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds.	Analyst-Equity	2023-08-31
Heartwood Investments, Inc. Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance.	Analyst-Equity	-

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Linked companies

Private companies	3
University of Northern Iowa University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BerganKDV Wealth Management LLC BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds.	Finance
Heartwood Investments, Inc. Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance.	Finance