Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

David Monk

David Monk

BUSINESS PHILOSOPHY

My goal is to develop enduring relationships with my clients by providing expert guidance for a lifetime of financial security.

QUALIFICATIONS

  • Member of Million Dollar Round Table (MDRT)
  • Series 7 and Series 65 Securities Registered
  • Licensed to sell Life Insurance in Wisconsin, Colorado, Tennessee, Minnesota
  • Registered to offer securities products in Wisconsin, Colorado, Florida, Michigan, Minnesota, Texas, Virginia
  • Investment Adviser Representative of MMLIS
  • Financial Adviser of MMLIS
  • Member NAIFA

PERSONAL

  • Education: B.S. Electrical Engineering/Business Management, United States Military Academy, West Point, New York
  • Resident of Wausau, WI since 1992
  • Family:
    • Wife-Tammy,
    • Children-Steven and Conner
  • Hobbies: Hunting, Fishing, Coaching Wrestling

ORGANIZATIONS

  • Retired Colonel from the Wisconsin Army National Guard
  • Received Bronze Star medals for services in Operation Desert Storm 1990 and Operation Iraqi Freedom 2005.
  • Received Defense Meritorious Service Medal for service in Operation Enduring Freedom 2014.
  • Legion of Merit Award 2015
Phone (715) 845-1530 ext. 206
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck