Zoellner Whole Financial Professional LLC

CONNECT

Address:

7655 Highland Road Suite 203,
Waterford, MI 48327

Phone:

248 886 - 8190

Fax/Other:

248 886 - 8191

Our Credentials

David R. Zoellner, Sr.   CEO / CIO   Zoellner Whole Financial P.L.L.C

Securities Licenses. CRD# 2094698

Series 7               General Securities Registered Representative                                10/04/1990

Series 63             State Securities Registered Representative                                     10/04/1990

Series 65             Investment Advisor Registered Representative                                08/18/1994

Series 31             Managed Futures Representative                                                     12/23/2009

 

Insurance Licenses. System ID# 0026875

Health & Life Insurance License                                                                                     08/19/1996

Fixed Annuity Insurance License                                                                                    09/19/1996         

Long Term Care Insurance License                                                                                08/19/1996

Variable Annuity Insurance License                                                                                03/01 2000

                                                                           

Financial Education

 

Certified Retirement Counselor               InFre- The International Foundation of Retirement Education   12/13/2005

 

David R. Zoellner, Sr. has been working with individuals and businesses in the area for over twenty years. Mr. Zoellner has extensive personal and professional experience. He holds various  licenses to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we provide is designed to help you work toward an independent financial future. We’re looking forward to using our expertise to help you pursue your financial goals.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck