Topline | Dave Stocker

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Dave Stocker

Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wealth Strategies, Inc</span>

Intro Book

Dave Stocker is a seasoned owner and financial expert with 53 years of experience in strategic planning, wealth management, and retirement planning at Wealth Strategies, Inc.

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Location

Muncie, Indiana, United States, US

Skills

Strategic Planning
Financial Planning
Retirement Planning
Investments
Wealth Management
Life Insurance
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Dave Stocker has 53 years of experience in the financial industry, which is extremely extensive. He’s an owner of his own company, Wealth Strategies, Inc., and holds certifications from the CFP Board and FINRA. These credentials and his experience in strategic planning, financial planning, retirement planning, investments, wealth management, and life insurance are highly valued. Location is Muncie, IN, which is not a major financial hub. However, considering his level of experience and certifications, he could charge a premium rate. Let’s look at benchmarks. Certified Financial Planners (CFPs) with his level of experience can charge $200-$500 per hour. Since he also holds FINRA licenses, he might be able to command a higher rate. Considering his extensive experience and certifications, I’d estimate his hourly rate to be around $250-$300. However, given his unique combination of experience and credentials, I’ll round up to $250.

Bio

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Topline AI

Dave Stocker is a seasoned professional with a strong background in financial planning and wealth management. He has been the owner of Wealth Strategies, Inc. since 1971, with over 53 years of experience in the industry. Throughout his career, Dave has developed a broad range of skills, including strategic planning, financial planning, retirement planning, investments, and wealth management. He has also gained expertise in life insurance. Dave holds a Bachelor of Science degree from Ball State University, which he completed in 1972. He is based in Muncie, Indiana, and is fluent in multiple languages.

Credentials

Certified Financial Planner (CFP)

CFP Board

Jan, 1992
- May, 2026
Series 7 | 63 | 66

FINRA

Jan, 1974
- May, 2026

Experience

Wealth Strategies, Inc
- 207 N. High St. Muncie, IN 47305
- Owner
  - Jan 1971 - Present
  - 207 N. High St. Muncie, IN 47305

Education

1968 - 1972

Ball State University

1968 - 1972

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Dave Stocker

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate