DAVID S. WESTPHAL, CFP

Financial Advisor

Senior Vice President - Investments

Address: 99 MONROE AVE., SUITE 850 , GRAND RAPIDS , MI 49503
Phone: 616-242-2334  |  800-688-3113    Fax: 616-458-1140

My Background

My Associate(s): Cara Koning, Client Associate

My Experience

  • 2006 - Present : Wells Fargo Advisors
  • 2001 - 2006 : Westphal Financial, Inc.
  • 1996 - 2001 : Capital Management Services, Inc.
  • 1991 - 1996 : M.T.I. Inc.

My Education & Credentials

  • Bachelor of Arts in Political Science - Principia College
  • Certificate in Financial Planning - Boston University

My Community Involvement

  • Former Board Member, Widowed Persons Service
  • Former Board Member, Hearts in Step Christian Dance Academy
  • Formerly involved with Cub Scouts - Gerald R. Ford Chapter
  • Current Board Member, The Albert Baker Fund
Securities Registered in the following states: AZ, CA, CO, FL, GA, HI, IL, KS, MI, MN, MO, NJ, NY, OH, OR, PA, RI, TX, WI
DAVID S. WESTPHAL: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Michigan : GRAND RAPIDS Branch