David Haik Email & Phone Number
Financial Advisor
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David Haik Location
- Overland Park, KS, US
David Haik Work
- Financial Advisor @ DMH Financial Solutions (June 2022 - Present)
- Financial Advisor @ (April 2017 - May 2022)
- Vice President, Financial Advisor @ (September 2015 - March 2017)
- National Life Insurance Specialist @ (March 2014 - August 2015)
- Vice President, Senior Private Client Advisor II @ (October 2013 - March 2014)
- Financial Advisor @ (February 2011 - October 2013)
- Financial Advisor @ (August 2006 - January 2011)
- Investment Consultant @ (November 2004 - August 2006)
- Financial Consultant @ Haik & Associates (October 1994 - November 2004)
- YN2 Training Administrator, REDCOM 18 @ (January 1991 - January 1994)
- YN2 - Commander Naval Reserve Surface Force - Merhcant Marine Program @ (August 1991 - October 1991)
- YN2 - COMSUBGRU SIX @ (April 1990 - August 1991)
- Yeoman @ (April 1987 - April 1990)
David Haik Education
- The American College of Financial Services
Chartered Financial Consultant
2020-2022 - MidAmerica Nazarene University
BA (Management & Human Relations)
1992-1993 - Loyola University New Orleans
Music
1990-1990 - Loyola University New Orleans
Music & Business
1983-1986 - Slidell High School
College Prep
1979-1983
David Haik Skills
- 401k
- 401k Rollovers
- Asset Allocation
- Banking
- Commercial Lending
- Credit
- Customer Service
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Finra
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Loans
- Long-term Care
- Management
- Marketing
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 6
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Training
- Wealth Management
- Investors
- Military Operations
- Long Term Care
David Haik Summary
- David Haik, based in Overland Park, KS, US, is currently a Financial Advisor at DMH Financial Solutions. David Haik brings experience from previous roles at Security Investment Center, Bankers & Investors Company, Inc., Armed Forces Insurance and Bank of the West. David Haik holds a 2020 - 2022 Chartered Financial Consultant @ The American College of Financial Services. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Banking, Commercial Lending and more. David Haik has 1 emails and 2 mobile phone numbers on RocketReach.
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