MEET OUR TEAM

Shaun Balding

ADVISER, TRADING AND ACCOUNTS ADMINISTRATOR

As a financial adviser, Shaun works to help his clients achieve their life and retirement goals. Shaun would be happy to help you and your family achieve your goals and plan your future.

In addition, Shaun works with the other firm advisers and client to perform requested trades and completes service requests with the custodian.

Shaun and his wife Elizabeth married in the summer of 2017. They enjoy hiking, rock climbing, volleyball, movies, board games, and a variety of adventures.

 

Licenses
  • Advisory
    Licensed in 2017
    Investment Adviser Representative with Wisconsin Wealth Advisors, LLC
    Series 65
  • Insurance
    Life and Health Insurance License in WI
Community Involvement
  • Eastside Church
  • Sun Prairie Chamber of Commerce

To contact Shaun email him at shaun.balding@wiwealthadvisors.com or call him at 608-837-9099.

shaun-full

MEET OUR TEAM

Shaun Balding

Adviser

Shaun and his wife Elizabeth married in the summer 2017. They enjoy hiking, rock climbing, volleyball, movies, board games, and a variety of adventures.

To contact Shaun email him at shaun.balding@wiwealthadvisors.com or call him at 608-837-9099.

Licenses
  • Securities
    Licensed in 2017
    Investment Advisor Representative with Wisconsin Wealth Advisors, LLC
  • Insurance
    Life and Health Insurance License in WI
  • Series 65
Community Involvement
  • Junior Achievement
  • Eastside Church
  • Meet up leader
  • Sun Prairie Chamber of Commerce

CONTACT US

Ready to Start Planning Your Future?