David Heller
Registered Representative
Hello,
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.