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
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