David Treece
To help good people make wise financial decisions so they can excel in retirement with confidence.
Many individuals approach retirement with uncertainty around income, taxes, and market risk. David serves as a guide, helping clients simplify these decisions and avoid costly mistakes through thoughtful planning and clear strategies.
He holds a Bachelor of Science from Liberty University, is a Series 65 investment adviser, and is licensed in health and life insurance across multiple states.
David also shares ongoing insights through a weekly newsletter designed to bring clarity and perspective to retirement planning.
Outside of his work, David enjoys life with his wife Mallory, their daughters Amelia and Ansley, and their rescue dog Oscar. He is active in his church and serves on the board at Oakbrook Preparatory School.
2018
2-4 Employees
16387893
I can do business in all states.
I can work with clients in all states.
While we always enjoy meeting in person, many of our clients choose to work with us remotely, and weve built strong relationships without ever meeting face to face.
That said, you are always welcome to visit us at one of our offices anytime.
6
Businesses, Individual Investors, Non-Profit Organizations
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Annuity, Accident, Health, Disability, Long Term Care, Life
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Yes
Phone, Our Office, Our Offices, Email, Video Conference
Fee-Based
$250,000
Based on Assets
0
0
183
109
109
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Investment advisory services offered only by duly registered individuals through Creative One Wealth, LLC. Creative One Wealth, LLC and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier.
