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David Stangohr

Financial Advisor for Security Investment Center located at Security Bank.

Dave is a Financial Advisor with Security Investment Center located at Security Bank in Lee's Summit, MO. He is a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc. and has been serving the Kansas City Area since 2003.


Dave customizes complex investment solutions for clients to help meet current and future financial needs.

  • Social Security Income Planning - help clients evaluate Social Security claiming strategies to maximize lifetime benefits while working within their overall financial framework.

  • Investment Management - help clients build financial portfolios which address near-term and long-term financial goals.

  • Retirement Planning - work with clients through all aspects, from saving for, to transitioning into and then living in retirement.

"If you want to work the rest of your life that's your business, if you don't, that's our business."

Jerrod Foresman

David Stangohr

Security Bank of Kansas City
1021 Sam Walton Lane
Lee's Summit, MO 64086
816-251-4433

dstangohr@securityinv.com



Check the background of this financial professional on FINRA's BrokerCheck

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Myrias Financial Management

P.O. Box 12024

Kansas City, KS 66112

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Investment and insurance products and services are offered through Osaic Institutions, Inc..  Member FINRA/SIPC.  Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

Senior Plan Resources, LLC is a wholly owned subsidiary of Myrias Financial Management, Inc. Neither Myrias Financial or Senior Plan Resources are affiliated with Osaic Institutions, Inc.

 

Osaic Insitutions, Myrias Financial, and Senior Plan Resources do not provide tax or legal advice.

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