David Mehler Email & Phone Number
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David Mehler Location
- Greensboro, NC, US
David Mehler Work
- 2010 -now Owner @
- 2008 -now Owner @ Knight Mehler Properties, LLC
- 2010 -now Incredible Insurance Agent and Owner @ Mehler & Associates Insurance & Financial Services
- 2020 -2024 Owner @ WealthDefense Financial Advisors, LLC
- 2010 -2021 Senior Financial Planner and Owner @
- 2008 -2020 Managing Partner @ Three Dogs Animal Sanctuary
- 2010 -2013 Agent @ North Carolina Farm Bureau
- 2010 -2013 Agent @
- 2009 -2010 Insurance Agent @
- 2005 -2009 Financial Services Manager @
- 2005 -2006 Assistant Pre-Owned Manager and Master Sales Consultant @
- 2004 -2006 Campus Marketing Representative @ Steve Hofstetter
- 2004 -2005 Outside Sales Representative @ Cellular Images
- 2003 -2004 Store and Sales Manager @
David Mehler Education
- The Boston Institute of Finance
CERTIFIED FINANCIAL PLANNER (CERTIFIED FINANCIAL PLANNER, Financial Planning and Services)
2022-2023 - The American College of Financial Services
Chartered Financial Consultant (ChFC) (Chartered Financial Consultant (ChFC), Financial Planning and Services)
2017-2019 - The American College of Financial Services
Certified Financial Planner (CFP) (Certified Financial Planner (CFP), Financial Planning and Services)
2017-2019 - The American College of Financial Services
Chartered Life Underwriter (CLU) (Chartered Life Underwriter (CLU), Financial Planning and Services)
2017-2019 - NAIFA Leadership In Life Institute
LI (LILI, Level 5 Organizational Leadership)
2013-2013 - The American College of Financial Services
Life Underwriting Training Council Fellow (LUTCF) (Life Underwriting Training Council Fellow (LUTCF), Insurance)
2010-2012 - North Carolina State University
B.S (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
- Insurance Claims
- Financial Planning
- Permanent Life Insurance
- Legal Liability
- IRAs
- Customer Satisfaction
- Investments
- Finance
- Individual Life
- Claim
- Financial Services
- Sales Management
- Umbrella Insurance
- Life Insurance
- Underwriting
- Universal Life
- Wealth Management
- Strategic Financial Planning
- Marketing
- Liability
- Licensed Life Insurance Agent
- Consumer Lending
- Workers Compensation
- Property Management
- Long Term Care
- Casualty
- Disability Insurance
- Financial Analysis
- Inland Marine
- College Funding Strategies
- Property and Casualty Insurance
- Long Term Care Insurance
- General Insurance
- Insurance Planning
- Commercial Insurance
- Term Life Insurance
- Health Insurance
- Financial Management
- Commercial Lines
- Retirement
- Homeowners
- Commercial Lending
- Renters
- Whole Life
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 CERTIFIED FINANCIAL PLANNER, 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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