• David Borcherding

    Investment Advisor

"BECAUSE YOUR PERSPECTIVE MATTERS."

As an independent advisor, Dave works closely with individuals and business owners, providing financial planning solutions and wealth management strategies to help them realize their long term objectives. 

Credentials:

  • Series 65 Uniform Investment Adviser Law
  • BA in Business Administration and Economics from Wartburg College
  • Iowa Life, Health and Variable Insurance license

Industry Experience:

  • Financial Advisor; UBS
  • Financial Advisor; PiperJaffray
  • Financial Advisor; Merrill Lynch

More:

Dave is actively engaged with local community organizations including the Pleasant Valley Educational Foundation, Run with Carl Memorial Race, and the Iowa Quad Cities Rotary Club. He and his family are also active members of Redeemer Lutheran Church in Bettendorf.

Dave and his wife, Kathy, have four grown children and eight grandchildren. When he’s not chasing after grandkids and attending their many activities, he enjoys golfing and fishing.

"Working with clients is about trying to understand their point of view."