Basinger Investment Group, LLC

Phone: 480-855-3993
Address: 6991 E. Camelback Rd., Suite D200, Scottsdale, AZ 85251 (SHOW MAP)

As a CERTIFIED FINANCIAL PLANNER™ professional, I help manage investments for individuals, trusts, retirement plans, charitable organizations and businesses. My extensive experience throughout major shifts in the markets has enabled me to help my clients develop and implement strategies for building wealth and managing risk.

I began my financial services career with Edward Jones, one of the nation’s top brokerage firms, where I worked for nearly ten years running a branch office in Tempe, AZ. In 2008, we started Basinger Investment Group, LLC and moved our financial practice to Wells Fargo Advisors Financial Network.

Bios & Background

David A. Basinger, CFP®

Managing Principal


Background and credentials

For almost 20 years, David has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, David has dedicated his career to delivering the personalized investment planning services his clients deserve. David began his financial services career with Edward Jones Investments, where he worked for nearly ten years running a branch office in Tempe, Arizona. In 2008 he started an independent practice, Basinger Investment Group, LLC to better represent his clients’ interests, and affiliated with Wells Fargo Advisors Financial Network.

David graduated with a Bachelor’s degree from the Walter Cronkite School of Journalism at Arizona State University and then went on to Western International University later earning his CFP® certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. As a CERTIFIED FINANCIAL PLANNER™ professional, David helps manage investments for individuals, trusts, and businesses with a comprehensive approach to building wealth and reducing risk.

Away from the office

David has been married for 27 years and has two grown sons. He is from the Phoenix/Scottsdale area and enjoys backpacking in the great outdoors. He has summited many of the country’s highest peaks including Mt. Rainier, Mt. Whitney, Half Dome, Mt. Humphreys and Mt. Baldy. He also plays golf and basketball and enjoys snowboarding in the winter.

 

Jennifer A. Basinger

Registered Operations Manager

Associate Financial Advisor


Background and credentials

Jennifer graduated with a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University and holds series 7 and 66 securities registrations as well as an Arizona Insurance License.

After 14 years in corporate finance as the Executive Vice President for an international manufacturing company, Jennifer decided to help start and run Basinger Investment Group, LLC.

Jennifer strives to help each one of our clients plan for retirement in a way that best meets their financial needs.  She uses her 24 years of financial experience to develop and manage customized retirement income plans around their long-term goals and risk tolerance.

Whether you are planning your retirement, saving for your children’s or grandchildren’s education or looking to preserve your wealth, Jennifer can help!

Away from the office

Jennifer is very active in her local community and has held various leadership positions, on top of volunteering countless hours with the Boy Scouts of America, Kyrene PTO, YMCA, and East Valley Boys Service Club. Jennifer is currently serving a second term on the Board of Directors for Valley Christian High School. She loves spending time with her two sons, hiking, yoga, skiing and ballroom dancing.

Investment products and services are offered though Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC. Basinger Investment Group, LLC is a separate entity from WFAFN.

Any third-party posts, reviews or comments associated with this listing are not endorsed by Wells Fargo Advisors and do not necessarily represent the views of David Basinger or Wells Fargo Advisors and have not been reviewed by the Firm for completeness or accuracy.

  • Contact Name: David Basinger
  • Payment Options: Visa, Check
  • Cross Streets: Goldwater & Camelback
  • Shopping Center: Across from Scottsdale Fashion
  • Wi-Fi: Yes
  • Working Hours:
    Monday: by appointment
    Tuesday: 9 to 5
    Wednesday: by appointment
    Thursday: 9 to 5
    Friday: by appointment
    Saturday: closed
    Sunday: closed

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