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David St. John

David St. John has served in the financial services industry for over thirty years. His primary professional passion is to serve the insurance and financial services needs of families and small businesses with excellence. His secondary professional passion is to provide a mentorship work environment where young workers can be equipped with key business and people skills that will have a positive impact on the rest of their lives.

David is an investment advisor representative associated with Avantax Investment ServicesSM, an independent insurance agent representing a variety of top-rated insurance companies, an independent employee benefits broker, a tax advisor enrolled to practice before the Internal Revenue Service, and a QuickBooks ProAdvisor.

David’s passion for learning has resulted in a Bachelor of Science, a Masters of Business Administration, and a Masters of Science (Accounting and Tax) from Oklahoma State University.

Professional designations held by David include Certified Financial PlannerTM, Chartered Financial Consultant, and Chartered Life Underwriter. David also holds several insurance licenses and securities registrations, including life and health, property and casualty, and series 6, 63, and 7.

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Form ADV Part2A

Form ADV Part 2B