Senior Financial Advisor

David Lochstampfor

David Lochstampfor is a Financial Advisor that focuses on comprehensive financial planning including asset protection, tax planning, risk management, aspects of estate planning, debt consolidation and wealth and investment management. He works with residents, fellows and practicing physicians nationwide and holds his Series 7, Series 66 and Life and Health registrations.

Having the experience of running a small business, David uses his knowledge to help develop a physician’s financial strategy. He understands the vast amount of time and energy it takes to run a successful practice. “Our holistic approach contributes to our clients peace of mind, knowing that many aspects of their finances are taken care of. This gives our physicians the invaluable gift of time and the decision to spend it where they choose.”

David and his wife Brandi live in Wentzville, MO with their daughters Alexa and Bradlee. They enjoy attending their local church and actively pursuing their Creator. David and Brandi promised each other that they would always travel as much as possible. When not traveling, they fill their free time with outdoor activities such as golf, camping and dirt biking.

Check the background of this investment professional on FINRA’s BrokerCheck.

David Lochstampfor

Contact Info

  • St. Charles
    1012 1st Capitol Dr
    St Charles
    Saint Charles, MO 63301
    United States

Support Team

Located in St. Charles, MO