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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Millheim is an active Investment Advisor Representative in Utah. David has been in the financial industry for over a decade and is registered with Axxcess Wealth Management, LLC. David also has prior experience with other firms including Wells Fargo Advisors, LLC, Great American Advisors, Inc., MetLife Securities Inc., and P.J. Robb Variable Corporation. David holds Series 63, 65, and 66 securities licenses. David also holds the Series 6 and 7 licenses, as well as the SIE. David specializes in Retirement Planning, Insurance, Estate Planning, and Financial Planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/22/2024 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
UT
01/02/2018 - 11/30/2018
P.J. ROBB VARIABLE CORPORATION (SALT LAKE CITY UT)
UT
12/10/2012 - 01/28/2013
METLIFE SECURITIES INC. (SANDY UT)
UT
10/31/2011 - 08/09/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
NV
01/05/2006 - 02/26/2007
GREAT AMERICAN ADVISORS, INC. (LAS VEGAS NV)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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