Dave Mills

Dave Mills

Investment Advisor, CFP

Professional Experience

After graduating with a degree in Finance from the University of Nebraska, Dave started his investment career with Vanguard Group in Arizona.  While at Vangard, he completed the requirements necessary for the Certified Financial Planning designation and began creating retirement plans and making investment recomendations for clients.  In 2007, Dave moved his family to Wisconsin.  Since relocating he has been a fee based financial advisor offering clients personalized unbiased financial solutions utilizing a wide range of investment options.

Dave has a passion for investment management.  He uses his 20 years of industry experience to identify financial solutions for clients in an increasingly complex and uncertain environment.  Dave feels that it is important for clients to have a long term investment strategy in place.  He also understands the importance for clients to feel comfortable with the person who is managing their investments, and he enjoys taking the time necesary to develop and maintain that trust.

Registrations and Licenses

Securities and Investment Advisory Registered in WI, NC

Insurance license held in WI

Industry/Community Involvement

New Berlin East Lions Club - Charter Member

Special Olympics - Active Parent/Volunteer

Personal Profile

Dave lives in Greenfield with his wife Linda and their two daughters, Nicole and Sarah.  In his spare time he enjoys being outdoors running, bicycling or playing golf.

 

 

Phone 262-376-2220
Fax 262-376-2261