Dave Schlager, Financial Advisor
Dave Schlager has worked for over 20 years in the financial services industry helping individuals and business work to achieve their saving and investment goals. He can help you with wealth accumulation, portfolio strategies, retirement income distribution, and personal estate planning.
In addition to investment management, Dave is insurance licensed for placement of Life, Health, Disability, and Long-Term Care Insurance. We help provide our clients with a total solution.
Dave is a Series 24 General Securities Principal. Over the years he has passed the following exams and holds the following securities registrations, listed chronologically: Series 6 Investment Company Products/Variable Contracts, Series 63 Uniform Securities Agent State Law, Series 7 General Securities Representative, Series 66 Uniform Combined State Law, Series 9 General Securities Sales Supervisor Options Module, Series 10 General Securities Sales Supervisor General Module and the Series 24 General Securities Principal exam.
Bachelor of Arts in Economics – University of Missouri at Columbia
Masters of Business Administration – University of Missouri at Columbia
Dave has served the community as a youth soccer coach and youth baseball manager. He is a member of the First United Methodist Church, Rotary Club, and the Poplar Meadows Golf Club. He has also been active in his community theater appearing in numerous musicals and a few plays over the years. Most memorably he performed as Captain Von Trapp in The Sound of Music, just a few years ago.
Dave’s wife, Leigh Bloebaum Schlager, is a native of Union City, Tennessee, where they make their residence. SEC football creates some interesting family rivalries. Dave is a Missouri Tiger, Leigh is a Tennessee Volunteer, Sarah and Brad are Alabama Crimson Tide, and Kate (still in high school) has yet to declare her allegiance at this time.