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

Advisory

  • Investment Advisor Representative with Wisconsin Wealth Advisors, LLC

Series 65

Insurance

Life and Health Insurance License in WI

Community Involvement
  • Junior Achievement
  • Eastside Church
  • Meet up leader
  • Sun Prairie Chamber of Commerce

CONTACT US

Ready to Start Planning Your Future?