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David M. Wellen

M Holdings Securities, Inc.

Financial Planner in Colorado Springs, CO

Address:
1586 S 21st St, Ste 100
Colorado Springs, CO 80904
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About David M. Wellen

David Wellen is a financial professional at M Holdings Securities, Inc. located in Colorado Springs, Colorado. David Wellen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

David Wellen provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Wellen
1586 S 21st St, Ste 100
Colorado Springs, CO 80904

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Website:

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