Dave Stocker Email & Phone Number

I started providing clients with professional financial planning services in 1971, and I graduated from Ball State University in 1972.I hold the following credentials:-Registered with NASD (now known as FINRA) since 1974-Chartered Life Underwriter (CLU) since 1980-Certified Financial Planner (CFP®) since 1992-Series 7, Series 63, and Series 66 licenses-Fully Licensed to sell Life, Accident, Health, Disability, and Long-Term Care InsuranceAs President of Wealth Strategies, the firm has developed a holistic four-part Wealth Strategies Planning Process™ to help it better understand the unique issues facing clients and their families. That understanding is then put to use to create a unique plan customized to each client’s specific circumstances. This process utilizes cutting edge multidisciplinary advice, encouraging other professional advisors, such as accountants and estate planning professionals, to participate in the development of the client’s plan.In addition to personal financial advisory services, I also address public, professional, and private groups on current strategies for financial, retirement, and estate planning.I am licensed to sell securities in the following states: Alabama, Arizona, Colorado, D.C., Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Washington, WisconsinSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.https://www.finra.org/#/https://www.sipc.org/

Listed skills include Strategic Planning, Financial Planning, Retirement Planning, Investments, and 2 others.

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  Ball State University

  Education