Dave Moelker

Bachelors in Finance, Siedman College of Business (Grand Valley State University)
Series 7, 24, 63, and 65
Life and Variable Insurance

Dave started in the financial services business in 1998. From then until the current period, the financial and economic environment has been a challenge for both investors and financial advisors alike. The financial crises have helped structure the way that he approaches his work with focus on preservation of principal along with segmenting of assets into strategies that may help clients migrate through difficult markets with positive returns.

He is committed to a clients-first approach, providing solutions that align with each other’s values, providing appropriate and objective advice, and using investments that have been historically stable in different market and economic cycles.

“My mission is to achieve a standard of excellence in our profession by providing personalized, value-added service. My process hinges on a high level of integrity and professionalism, knowing my client’s financial situation, and providing them with quality information in pursuit of their goals. It’s my mission to research and use quality investments that will provide sustainability for their future.”