David Harvey Stefl

Gestore di Portafoglio-Azioni presso Schwarz Dygos Wheeler Investment Advisors LLC

Finance

Consumer Services

Profilo

Mr. David H.
Stefl is an Associate Financial Advisor at Schwarz Dygos Wheeler Investment Advisors LLC.
He joined Schwarz Dygos Wheeler Investment Advisors LLC in September 2018 as a Certified Financial Planner.
He brings over 10 years of experience working for some of the largest broker-dealers in Minnesota, Colorado, and Wisconsin.
s an advisor with SDW, he focuses on financial planning from a behavioral finance standpoint, concentrating on the current needs of individuals and their families in order to guide them to achieve their goals.
As part of a Fee-Only investment advisory firm, Mr. Stefl emphasizes a long-term approach with risk tolerance and asset allocation when it comes to portfolio management.
He received his undergraduate degree from the University of Wisconsin Green Bay.

Posizioni attive di David Harvey Stefl

Società	Posizione	Inizio
Schwarz Dygos Wheeler Investment Advisors LLC Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance Schwarz Dygos Wheeler Investment Advisors LLC (SDW) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded in 2008 by Joseph Schwarz, Stephen Dygos and Benjamin Wheeler. SDW offers investment advisory services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities.	Gestore di Portafoglio-Azioni	01/09/2018

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Formazione di David Harvey Stefl

University of Wisconsin Green Bay

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Aziende private	1
Schwarz Dygos Wheeler Investment Advisors LLC Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance Schwarz Dygos Wheeler Investment Advisors LLC (SDW) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded in 2008 by Joseph Schwarz, Stephen Dygos and Benjamin Wheeler. SDW offers investment advisory services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities.	Finance