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