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David H

Series 63, Series 66

Valparaiso, IN

Kestra Advisory

David Hill is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Brightway Wealth Management, and Wells Fargo Advisors Financial Network. Outside of his advisory work, he is the owner of Clad and Cordon Vineyard, a winery. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence and serving clients with complex investment needs and a wide array of management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David H

Series 66

Valparaiso, IN

Kestra Advisory

David Haldeman is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial, Wells Fargo Advisors, and Suncast Corporation. In addition to his advisory work, he provides financial direction and insurance analysis through Brightway Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and a range of managed solutions, serving approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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