Primary office location:

Green Bay Downtown - Monroe Avenue

additional communities served:

Ashwaubenon, Howard, West Mason and East DePere


Office Phone:  920-445-0815
Email: david.horn@mutualfingroup.com


David A. Horn is a financial consultant serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.


David has more than twelve years of experience in financial planning. He helps individuals and families in their pursuit of building, maintaining and transferring their wealth by tailoring plans specific to their goals and unique financial situations.


David enjoys spending his free time outdoors, fishing and camping, alongside his wife Nicole and two sons, Owen and Greyson.

david-horn_fullbody

Areas of Expertise:

  • Asset allocation
  • Asset management
  • Long-term care planning
  • Retirement strategies
  • Retirement distribution planning
  • Retirement income planning
  • Risk management
  • Tax reduction strategies

Registrations, Licenses & Certifications:

  • FINRA Series 7
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed
  • Long-term care insurance certified

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.