David Wahl is a Wealth Advisor at Oak Tree Financial Services, LLC. David works with clients to address each person’s goals for income, insurance and long-term care in their years of retirement.
With an extensive background in client service, financial operations and financial planning, David holds a State of Wisconsin life and health insurance license and has also passed the General Securities Representative (Series 7) exam, together with the Uniform Securities Agent Law (Series 63) exam and the Uniform Investment Advisors Law (Series 65) exams.
Previous to his career with Oak Tree Financial, David was with BMO Harris Financial Advisors working in its financial advisory area and in retirement plan services.
David conducts initial and ongoing portfolio reviews with both prospects and existing clients to determine or validate current investment objectives. He prepares recommendations of appropriate investment models and strategies that he researches and develops. He engages in outreach and business development to welcome others who may benefit from Oak Tree’s unique methodology for effective and thoughtful financial planning and investment.
David is married to Kim, a corporate trainer and analyst. The family lives in the Wauwatosa, Wisconsin area; they are active members of Milwaukee’s Eastbrook Church. David’s hobbies and interests include biking, kayaking, rock climbing, enjoying Wisconsin’s Northwoods, and outreach and service to poor and disadvantaged neighborhoods.