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David A. Ragan

Adjunct Faculty

University of North Texas

Department of Finance, Insurance, Real Estate and Law

(940) 565-2353

Email: David.Ragan@unt.edu

Education

  • BBA, University of North Texas, 2003
    Major: Finance

Professional Positions

    Professional

  • Vice President of Financial Planning, Grunden Financial Advisory, Inc. Grunden Financial Advisory, Inc. (2016 - Present).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2015 - 2015).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2014 - 2014).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2013 - 2013).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2012 - 2012).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2011 - 2011).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2010 - 2010).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2009 - 2009).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2007 - 2008).
  • Financial Planning Specialist, Grunden Financial Advisory, Inc.. Grunden Financial Advisory, Inc.. (2007 - 2007).

Licensures and Certifications

  • Certified Financial Planner (CFP®), Certified Financial Planner Board of Standards. (2006 - Present).
  • Accredited Investment Fiduciary, fi360. (2013 - 2023).

Professional Memberships

  • Financial Planning Association. (2003 - Present).

Development Activities

  • Seminar, TD Ameritrade Institutional National Conference. San Diego,California,. (2011).
  • Seminar, Schwab IMPACT. N/A,Florida,. (2010).
  • Seminar, TD Ameritrade Institutional National Conference. Las Vegas,Nevada,. (2009).

Teaching

Teaching Experience

    University of North Texas

  • FINA 2770 - Personal Finance, 7 courses.
  • FINA 4610 - Financial Planning Capstone, 5 courses.
  • FIPL 4610 - Financial Planning Capstone, 3 courses.

Awards and Honors

  • Five Star Award Winner, Five Star Professional. (2019).
  • 40 under 40 Award, InvestmentNews. (May 1, 2018).

Research

Published Intellectual Contributions

    Book

  • Ragan, D. (2017). The Wealth Builder Challenge. 154. Denton, Texas, Grunden Financial Advisory, Inc..