DOUGLASS S. BELT, LUTCF, BFA™
INDEPENDENT FINANCIAL ADVISOR
If you were able to get financial advice that had your best interest in mind, was transparent, simple, and independent, would that be of interest to you?
If you could have a team of people working for you who are truly innovative in what they did, would you be interested?
Doug believes there is a better way for financial advice to be given and a better way to pay for that advice.
The industry needs to change. Relationships matter. Transparency matters. Independence matters.
Areas of Expertise:
Investment Strategy
Strategic Solutions
Risk Analysis
Wealth Management
Asset Allocation
Community Service:
Clean Lakes Alliance- Volunteer
Madison Audubon Society- Volunteer
Previous Service:
Big Brothers Big Sisters- Mentor
United Way
Education and Professional Credentials:
Behavioral Financial Advice (BFA™)
Life Underwriter Training Council Fellow (LUTCF)
FINRA Series 6, 63, & 65 licensed
University of St. Thomas (MN)
Bachelor of Arts Business Management
