David Solheim is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with MILESTONE INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MILESTONE INVESTMENT ADVISORS, LLC | 2024-05-13 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2023-02-27 | 2024-05-03 | — |
| LPL FINANCIAL LLC | 2022-05-18 | 2023-02-24 | — |
| CUNA BROKERAGE SERVICES, INC. | 2016-08-19 | 2022-05-18 | — |