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About
Dave Roberts is a Partner and Executive Vice President at Ausdal Financial Partners, based in Downers Grove, Illinois. In this leadership role, he is involved in shaping the strategic direction of the firm and overseeing key aspects of its broker-dealer and advisory operations. Ausdal Financial Partners is known for providing a diverse range of investment solutions through its registered investment advisory and brokerage platforms.
Roberts is recognized for his deep experience in the financial services sector, including expertise in securities operations, money management, insurance, and private investing. Under his direction, the firm offers clients access to multiple custodians and both in-house and third-party portfolio management, with a particular focus on private investing opportunities and customized financial planning services.
Holding a senior executive position and significant equity in the advisor-owned firm, Roberts has helped expand Ausdal Financial Partners' capabilities to serve individual investors and independent financial advisors nationwide. While specific details about his educational background and prior positions are not publicly available, his seniority and range of expertise reflect a substantial career in investment management and financial advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ausdal Financial Partners | Partner | Unknown to Present | — |
Others at Ausdal Financial Partners, Inc. (2)
| Name | Role | Location |
|---|---|---|
L Louise Short | Senior Partner | Tulsa, OK , United States |
| Investment Professional | Paragould, AR , United States |
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