![David Harvey Stefl](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Sociétés | Poste | Début |
|---|---|---|
Schwarz Dygos Wheeler Investment Advisors LLC
 Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance SDW’s investment advice is tailored to meet their clients’ needs and investment objectives. The firm mainly uses equity securities, exchange traded funds, mutual funds, corporate securities, municipal securities and US government securities in its portfolio management programs. They may also advise client to invest in various investment related limited partnerships. | Gestionnaire de Portefeuille-Actions | 01/09/2018 |
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| Entreprise privées | 2 |
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Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance SDW’s investment advice is tailored to meet their clients’ needs and investment objectives. The firm mainly uses equity securities, exchange traded funds, mutual funds, corporate securities, municipal securities and US government securities in its portfolio management programs. They may also advise client to invest in various investment related limited partnerships. | Finance |
University of Wisconsin Green Bay
 University of Wisconsin Green Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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