David Krist

Financial advisor at Millington Financial Advisors, LLC · Naperville, IL

Last updated 2026-10-10

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David Krist is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, CRD 6231870. Licenses and exams on the registration: Series 65. IAPD registration began 2013-11-12.

Registration

CRD number
6231870
Registration status
Active
IAPD registration
2013-11-12
Industry Experience
12 years
Work Experience
13 years
States registered
IL, TX

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2013-08 to 2021-03 · Vantage Financial Partners, Ltd · Arlington Heights, IL
  • 2021-03 to Present · Millington Financial Advisors, LLC · Naperville, IL

Current employment

SEC IAPD record for David Krist

Millington Financial Advisors, LLC

Regulatory AUM
$291,381,313
Registered advisors
5
Offices
1
Clients per advisor
37.4 (Low)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
22.5% (Moderate)

Millington Financial Advisors, LLC: advisors, services and reported ETF investments

About

David Krist is a CFP® financial advisor at Millington Financial Advisors, LLC in Naperville, IL. Reported securities licenses include Series 65. The latest record indicates 12 years of industry experience and 13 years of reported work history. Reported roles include Vantage Financial Partners, Ltd.

Millington Financial Advisors, LLC's firm-level Form ADV reports 5 advisors across 1 offices; approximately 37.4 clients per advisor, average assets per client of $1,558,189, and regulatory AUM of $291.4M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $172.4M across 70 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Krist personally.

Reported ETF positions

Millington Financial Advisors reports 70 ETF positions worth $172.4M on Form 13F; the largest are listed.

Largest ETF positions reported by Millington Financial Advisors
FundReported value
SPYG — State Street SPDR Portfolio S&P 500 Growth ETF$16.3M
SPDW — State Street SPDR Portfolio Developed World ex-US ETF$15.9M
SPYV — State Street SPDR Portfolio S&P 500 Value ETF$14.6M
SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF$9.5M
QTUM — Defiance Quantum ETF$9.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Millington Financial Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm
  • Sells Non-Advisory Products or Services
  • Accountant or Accounting Firm
  • Insurance Company or Agency

Location

55 Shuman Blvd, Naperville, IL 60563

5 advisors at this office.

Millington Financial Advisors office in Naperville, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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