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

*FINRA Series 6, 7, and 63 Registrations held through LPL Financial.