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Sheaff Brock Investment Advisors, LLC. in Online Business Directory

 

As a founding principal of Sheaff Brock Investment Advisors, LLC Dave shares responsibility for setting investment policy, asset allocation, and security selection for the companys managed accounts. He also consults with the clients of Sheaff Brock on overall portfolio construction. Dave has 25 years experience in the financial services industry beginning with Bache Halsey Stuart Shields and later Morgan Stanley/Dean Witter. Dave attended Miami University in Oxford, Ohio where he earned a Bachelor of Science degree. Dave went on to obtain his Certified Financial Planner (CFP) designation in 1984. He lives in Carmel, Indiana with his wife Lori and their 3 children.

 

Address: 10401 N. Meridian Street, Suite 130, Indianapolis, IN 46290
Telephone: 317-705-5700
Fax: 317-705-5110
Website: http://www.sheaffbrock.com/

 

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