Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Solheim is an investment advisor representative with Milestone Investment Advisors, LLC, a firm based in Middleton, Wisconsin. David has been in the industry since July 2016, with previous experience at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and LPL FINANCIAL LLC. David holds the Series 66, Series 7 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
05/13/2024 - Present
Milestone Investment Advisors, LLC (MIDDLETON WI)
WI
02/27/2023 - 05/03/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIDDLETON WI)
WI
05/18/2022 - 02/24/2023
LPL FINANCIAL LLC (Monona WI)
WI
07/12/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (FITCHBURG WI)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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