DOUGLASS S. BELT, LUTCF, BFAâ„¢
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?
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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.
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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 (BFAâ„¢)
Life Underwriter Training Council Fellow (LUTCF)
FINRA Series 6, 63, & 65 licensed
University of St. Thomas (MN)
Bachelor of Arts Business Management
