David Ballheim
About
David Ballheim is from Quad Cities Metropolitan Area. David is currently President, Investment Consultant at Ballheim Financial LLC. In David's previous role as a Senior Credit Manager at Wells Fargo Financial, David worked in until Mar 2010.
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As an independent Registered Investment Advisor (RIA), Ballheim Financial LLC is completely independent from mutual fund families and insurance companies which means that we have absolutely no incentive to construct our portfolios by choosing one investment over another. This neutral, unbiased approach allows us to utilize impartial, third party resources from the industries top research companies to determine our portfolio construction. Our only interest is for your money to grow. We receive no compensation or perks from any investment company, any fund, any family of funds, or any vendor or service provider we use or recommend.