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.
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