DM
ChFC
DM
ChFC

David Bernard Michels

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
N/A
Firm Size
70 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Loading...

Location

320 W Grand Avenue, #201, Wisconsin Rapids, WI, 54495

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

David is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also occasionally officiates swim meets for the Wisconsin Rapids Public Schools, dedicating minimal time to this activity.

Employment History
Current Registrations
Horace Mann Investors, INC.
April 2022 - Present · 3 yrs 10 mos
Horace Mann Investors, INC.Broker
July 2001 - Present · 24 yrs 7 mos
State Registrations3 states
FLMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.