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David Daniel Heller

Osaic Wealth, Inc.

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About David Daniel Heller

David Daniel Heller is a financial professional with over 6 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in Kenosha, WI. Prior to joining Osaic Wealth, Inc., David was registered with Woodbury Financial Services, Inc. David has passed the Series 6, Series 63 and SIE exams and holds licenses in Florida, Illinois, and Wisconsin. David specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

David Heller is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Heller’s Registration & Firm History

WI

01/19/2024 - Present

Osaic Wealth, Inc. (KENOSHA WI)

WI

04/21/2017 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (KENOSHA WI)

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Licenses & Designations

BC

Issued 08/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Daniel Heller. Review regulatory record here.
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