David Shuler Location
- Broomfield, CO, US
David Shuler Work
- 2025 - now Financial Advisor @
- 2017 - now Agent @
- 2017 - now Financial Services Professional @
- 2014 - 2017 Partner @
- 2007 - 2014 Financial Services Professional @
- 2002 - 2008 Police Officer @ City of Brighton
- 1992 - 2003 Military Intelligence @
David Shuler Education
- Colorado State University
Bachelor of Applied Science (BASc) (Biology)
1994 - 1999
David Shuler Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Financial Planning
- Legacies
- Thought Leadership
- IRAs
- 401K Retirement Savings Plans
- 401k
- Multi Generational Planning
- Roth IRA
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Gifting Strategies
- Wealth Accumulation
- College Savings Plans
- Licensed Life Insurance Agent
- Long Term Care
- Disability Insurance
- Long Term Care Insurance
- Protection Planning/family Security
- 401k Rollovers
- Lutcf
- Term Life Insurance
- Health Insurance
- Retirement
- Annuity Sales
- Analysis
- Series 7
- Recruiting
- Securities
- Key Person Protection
- Access
- Whole Life
- 401 Retirement Savings Plans
David Shuler Summary
- David Shuler, based in Broomfield, CO, US, is currently a Agent at New York Life. David Shuler brings experience from previous roles at Eagle Strategies LLC and NYLIFE Securities LLC. David Shuler holds a 1994 - 1999 Bachelor of Applied Science (BASc) in Biology @ Colorado State University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Wealth Preservation Planning and more. David Shuler has 3 emails and 2 mobile phone numbers on RocketReach.
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