David A. Ragan
University of North Texas
Finance, Insurance, Real Estate and Law
(940) 565-2353
Email:

Education

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

Professional Positions

Professional
Vice President of Financial Planning, Grunden Financial Advisory, Inc. (January 1, 2016 – Present).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2015 – December 2015).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2014 – December 2014).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2013 – December 2013).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2012 – December 2012).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2011 – December 2011).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2010 – December 2010).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2009 – December 2009).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2007 – December 2008).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (January 2007 – January 2007).

Licensures and Certifications

Certified Financial Planner (CFP®), Certified Financial Planner Board of Standards. (August 1, 2006 – Present).

Accredited Investment Fiduciary, fi360. (March 1, 2013 – February 28, 2023).

Professional Memberships

Financial Planning Association. (2003 – Present).

Development Activities Attended

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, 2 courses.

Research

Published Intellectual Contributions

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

Service

Awards and Honors

Five Star Award Winner, Five Star Professional. (2019 – Present).

40 under 40 Award, InvestmentNews. (May 1, 2018 – May 1, 2019).