David Heller

Registered Representative


            Everyone's economic and life situation is unique, and I keep that in mind when providing financial strategies. I believe that personalized service is essential when matching clients with the right strategy to accomplish these financial goals.

            As a caring professional, I am dedicated to learn about your personal goals. Together we will use them to build a sound financial strategy focused on your specific needs.

            We will continue to work together to confirm that your goals are met and have an ongoing relationship as your personal and financial goals may change.  In doing so, I will add value-added service and due diligence to you and your needs.

            I have graduated from the University of Wisconsin Parkside with a degree in Economics. After graduation, I worked at T. Heller Financial Services as a Marketing specialist. While working with this firm, I have gained knowledge in customer service and relations.

            I am currently licensed with the following:

  • Health and Life Insurance for the State of Wisconsin

  • Anti-Money Laundering Certificate

  • Long-term Care License

  • Variable Annuities and Annuities

  • Mutual Funds

  • Series 6

  • Series 63

            I really enjoy recreational activities with my friends and family. This would included competitive billiards, Frisbee golf, hiking in our local parks, and much more.

Phone 262-515-2621
Fax 262-997-1124
Mobile Phone 2629452226