Learn About David

The first thing, Wealth Management Advisor, David Kreiter tries to do is put himself in his client’s shoes. He’s not concerned with the style or brand of the shoe, but what that person’s world looks like if he were to be walking around in them. With 25 years of experience and almost 20 of those years as an investment specialist, David has seen it all economically, but he knows experience means nothing if he’s not focused on the goals of his clients.

Business owners, CPAs, attorneys, and executives trust David’s guidance because it’s built on a strategy to help them improve their financial position in the most efficient and effective manner. 

Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant® (ChFC®) meets the advanced financial planning needs of individuals, professionals and small business owners with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

David Kreiter, CLU®, ChFC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck