ADVISOR BIO

David Schoenfeldt is a financial advisor with over 35 years of experience in the industry. David Schoenfeldt is a registered representative of First Heartland Consultants, Inc. The firm is based in Lake St. Louis, Missouri, and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and retirement plans. David Schoenfeldt has provided services to over 9407 clients, with assets under management totaling over $1.7 billion.

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ADVISOR BIO

David Holperin is an investment advisor representative with Stifel, Nicolaus & Company, Inc. David has over 35 years of experience in the financial industry. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David is registered to provide investment advisory services in Florida, Texas, and Wisconsin. David is also registered to provide broker-dealer services in numerous states. David is a member of the Rotary International of Rhinelander.

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ADVISOR BIO

David Robert Shattuck is an investment advisor representative with Thrivent Investment Management Inc. David has been in the industry since 2004 and has held registrations in multiple states including Wisconsin, Texas, Indiana, and California. David has experience in portfolio management for individuals and financial planning. David is also licensed in Wisconsin and Texas as an Investment Advisor Representative. David's office is located in Berlin, Wisconsin.

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ADVISOR BIO

David 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.

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ADVISOR BIO

David Kroeninger is a financial advisor with LPL Financial LLC. David has been in the industry since December 1984 and has a Series 63, Series 65 and Series 7 license. David's prior firm was Waddell & Reed. David is currently registered in Texas and Wisconsin. David has a total of 11 registrations with 2 IA registrations.

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ADVISOR BIO

David Kutschenreuter is an Investment Advisor Representative registered with Osaic Wealth, Inc. David is a certified financial planner and chartered financial consultant with over 20 years of experience in the financial services industry. He is passionate about helping clients achieve their financial goals through personalized financial planning and investment management. David is committed to providing his clients with the highest level of service and integrity.

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ADVISOR BIO

David Sharpe is a financial advisor based in Madison, WI, and is currently registered with Goldstein Advisors, LLC. David has been in the industry for over 16 years and has experience with a variety of firms including KESTRA INVESTMENT SERVICES, LLC, SECURITIES AMERICA, INC., AMERIPRISE FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David holds licenses for Series 7, Series 31, and Series 66. David Sharpe specializes in working with high net worth individuals and pension and profit-sharing plans.

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ADVISOR BIO

David C. Baum is a financial advisor at Ameriprise Financial Services, LLC. David has been in the industry since June 10, 1997. David works in the Milwaukee, WI office of Ameriprise Financial Services, LLC. David specializes in working with individuals, high net worth individuals, corporations and other businesses, trusts/estates, charitable organizations, pension and profit-sharing plans and insurance companies. David's previous firm was WELLS FARGO CLEARING SERVICES, LLC. David's professional certifications include the Series 63, Series 65, Series 7 and the SIE exams.

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ADVISOR BIO

David Zelotes Rice is an investment advisor representative registered with Resonant Capital Advisors, LLC in Wisconsin. David has a Series 65 license and is active in the investment industry. David's career in the financial services industry started in 03/2012 at U.S. Bancorp. David has served clients in Wisconsin and Oregon and has experience at Trust Point Inc and Resonant Capital Advisors, LLC. David is also a registered Investment Advisor Representative with Resonant Capital Advisors, LLC in Wisconsin. David specializes in providing investment, institutional and business consulting services.

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ADVISOR BIO

David James Oldenburg is a registered investment advisor representative with Sequent Planning, LLC. David has over 15 years of experience in the financial services industry and is a registered representative with the state of Wisconsin. David specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.

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