David R. Hartness,  CFP<sup>&reg;</sup> - Financial Advisor

David R. Hartness, CFP®

ChFc, CLU, AIF

Financial Advisor

IronGate Partners

2601 Iron Gate Dr, Ste 201
Wilmington, NC 28412
FINANCIAL ADVISOR'S WEBSITE
(910) 791-1437

General

David Hartness is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IronGate Partners in Wilmington, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: Multiple
  • Health/disability insurance: Multiple
  • Fixed annuities: Multiple
  • Variable annuities: Multiple

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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