David O'Brien, Financial Advisor located in Madison, WI

Financial Advisor
David O'Brien

CFP®, AAMS®
5100 Eastpark Blvd Ste 130, Madison, WI 53718opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Hockey
  • Health & Nutrition
  • Outdoor Enthusiast
  • Music

Team Members

  • Kris Berndt
    Sr. Branch Office Administrator
  • Kayla Negus
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(608) 630-8550

Fax

(888) 826-2909

Office Address

5100 Eastpark Blvd Ste 130
Madison, WI 53718opens in a new window

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