David Babbitt
Senior Associate @Managed Wealth Financial
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WORK HISTORY
Senior Associate @Managed Wealth Financial
Helping people utilize the assets and resources they have, so they can make financial decisions that will help them maximize their retirement. We teach about finances. We help individuals and/or families understand finances. We teach about defense, offense, and what tax advantages are available.Managed Wealth Financial is a financial services marketing company that is associated with World Financial Group, Inc. World Financial Group, Inc.(WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA). Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. WFG, WFGIA and TFA are affiliated companies. Managed Wealth Financial and Transamerica Financial Advisors, Inc. Transamerica Financial Group Division are not affiliated.*To become a registered representative of Transamerica Financial Advisors, Transamerica Financial Group Division, you must first become an associate with World Financial Group, Inc.nsurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA), WorldFinancial Group Insurance Agency of Hawaii, Inc, World Financial Group Insurance Agency ofMassachusetts, Inc, World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of PuertoRico, Inc. – collectively WFGIA
EDUCATION
Idaho State University
Bachelor of Business Administration (B.B.A.), Finance, General
College of Southern Idaho
Associate of Arts - AA, Business Administration and Management, General
ABOUT DAVID BABBITT
I’m driven to help you and your family build a future that matches your financial goals.How many people do you know who have reviewed their financials in the last few years? How many people do you know who have a current financial road map for retirement? The answer most people give is \'not many.\' As individuals and families reach different milestones, they may need to revise their strategy in order to prepare for retirement. Our office may be able to guide you through this process. Whether it is your 401K, IRA, 403b, 501(c)3, 457b, SEP, SIMPLE IRA, Roth IRA, KEOGH, 529 College Plan, Pension or life insurance, we look forward to working with you. Many people don\'t know what to do and so they do nothing. As a Investment Advisor Representative, in Blackfoot Idaho, serving primarily in the South and eastern part of Idaho which would include: Idaho Falls, Rexburg, Pocatello, Soda Springs, Burley, and the Rupert areas. I am willing to visit with you to evaluate your needs and help you find strategies for your goals. My licenses also allow me to register where you are. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA)- Member FINRA, SIPC, and Registered Investment Advisor.
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