David Horn, AIFA®

David Horn, AIFA®

Wealth Advisor


David A. Horn is a financial consultant serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.

David has more than 14 years of experience in financial planning. He helps individuals and families in their pursuit of the building, maintaining and transferring of their wealth by tailoring plans specific to their goals and unique financial situations.

David enjoys spending his free time outdoors, fishing and camping, alongside his wife, Nicole and two sons, Owen and Greyson.

AREAS OF EXPERTISE:

  • Asset allocation
  • Asset management
  • Retirement strategies
  • Retirement distribution planning
  • Retirement income planning
  • Fee Only investment management

REGISTRATIONS, LICENSES & CERTIFICATIONS

  • Wisconsin life and health insurance licensed
  • Long-term care insurance certified
  • Accredited Investment Fiduciary Analyst