David Mehler Location
Greensboro, NC, US
David Mehler Work
- 2010 - now Owner @ Mehler & Associates Insurance and Financial Services
- 2008 - now Owner @ Knight Mehler Properties, LLC
- 2010 - 2021 Incredible Insurance Agent and Owner @ Mehler & Associates Insurance & Financial Services
- 2020 - 2024 Owner @ WealthDefense Financial Advisors, LLC
- 2010 - 2021 Senior Financial Planner and Owner @ Southern Farm Bureau Life Insurance Company
- 2008 - 2020 Managing Partner @ Three Dogs Animal Sanctuary
- 2010 - 2013 Agent @ North Carolina Farm Bureau
- 2010 - 2013 Agent @ Southern Farm Bureau Life Insurance Company
- 2009 - 2010 Insurance Agent @ State Farm
- 2005 - 2009 Financial Services Manager @ Crown Automotive Group
David Mehler Education
- The Boston Institute of Finance
CERTIFIED FINANCIAL PLANNER (Financial Planning and Services)
2022 - 2023 - The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning and Services)
2017 - 2019 - The American College of Financial Services
Certified Financial Planner (CFP) (Financial Planning and Services)
2017 - 2019
- The American College of Financial Services
Chartered Life Underwriter (CLU) (Financial Planning and Services)
2017 - 2019 - NAIFA Leadership In Life Institute
LI (Level 5 Organizational Leadership)
2013 - 2013 - The American College of Financial Services
Life Underwriting Training Council Fellow (LUTCF) (Insurance)
2010 - 2012 - North Carolina State University
B.S (Parks, Recreation and Tourism Management)
2003 - 2010 - Wingate University
Sport Management (Sport Management)
2001 - 2003
David Mehler Skills
- Leadership
- Rental Properties
- Team Building
- Banking
- Fixed Annuities
- Professional Liability
- Insurance
- Retirement Planning
- Account Management
- Sales
David Mehler Summary
David Mehler, based in Greensboro, NC, US, is currently a Owner at Mehler & Associates Insurance and Financial Services. David Mehler brings experience from previous roles at Knight Mehler Properties, LLC, Mehler & Associates Insurance & Financial Services, WealthDefense Financial Advisors, LLC and Mehler Wealth Management. David Mehler holds a 2022 - 2023 CERTIFIED FINANCIAL PLANNER in Financial Planning and Services @ The Boston Institute of Finance. With a robust skill set that includes Leadership, Rental Properties, Team Building, Banking, Fixed Annuities and more. David Mehler has 3 emails and 1 mobile phone numbers on RocketReach.
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