Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stellpflug is a financial professional with over 35 years of experience in the financial services industry. David is currently a registered representative of Packerland Brokerage Services, Inc. David has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. He is committed to providing personalized service and helping clients achieve their financial goals. David specializes in fixed and indexed annuities, life and health insurance, and long-term care. He is also an expert in retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WI
07/09/2009 - Present
Packerland Brokerage Services, Inc. (WAUSAU WI)
WI
01/19/2006 - 07/14/2009
HBW SECURITIES LLC (EAU CLAIRE WI)
WI
03/10/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (EAU CLAIRE WI)
GA
03/25/1986 - 02/05/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Stellpflug is the right advisor for you? Invested Better is here to help.
