Our Qualifications

David A. Lenius

LUTCF  Life Underwriter Training Council Fellow

CLU  Chartered Life Underwriter

ChFC  Chartered Financial Consultant

CASL  Chartered Advisor for Senior Living

RICP  Retirement Income Certified Professional

CFP  Certified Financial Planner

FINRA Series 6  Investment Company/Variable Products Limited Representative

FINRA Series 63  Uniform Securities Agent State Law Exam

FINRA Series 7  General Securities Representative

WI Life, Health, Property, and Casualty Insurance Licenses


 

 

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