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portrait of David R Blend
FINANCIAL ADVISOR

David R Blend

CFP®, AAMS™
885 S Janesville Ste B, Whitewater, WI 53190opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About David

My name is David Blend. I have the best job in the world. Every day, I get to take complex topics and spring them into a fun and simple experience for my clients.

Edward Jones has been my home for 24 years. We are an outstanding firm, owned by associates, not shareholders.

To me, life is about hard work, escaping a comfort zone, never fearing failure and most importantly – having a growth mindset. Better understanding people, human emotions, investments and money, and improving processes are things in which I strive for growth every day.

Life isn't all about letting your...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Farmers and Ranchers
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,WhitewaterBachelor of Arts

Personal Interests

  • Golfing
  • Personal Fitness
  • Woodworking
  • Traveling
  • Movies & Entertainment

Team Members

  • Dawn Arrowood
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(262) 473-3151

Fax

(866) 462-3599

Office Address

885 S Janesville Ste B
Whitewater, WI 53190opens in a new window

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