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Sam DeHaven
Wealth Advisor
CPFA | Series 66 & 7 Licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Fri: 9am–3pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–5pm | Sat–Sun: Closed
Lobby Hours Mon–Thu: 8:30am–4pm, Fri: 8:30am–5pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–5pm | Sat–Sun: Closed
About Sam DeHaven
Sam DeHaven is a seasoned Wealth Advisor with more than 20 years of experience in the financial services industry, including 10 years with Frandsen Investment Services. He holds a Bachelor of Science degree from the University of Wisconsin–River Falls. Sam approaches financial planning with an architect’s mindset, designing personalized strategies that align with each client’s goals, values, and long-term vision. He believes that strong financial plans are built on thoughtful design, clear structure, and a solid foundation. By bringing clarity and purpose to the planning process, Sam helps clients confidently navigate their financial future. His greatest professional reward is the trust his clients place in him. He is passionate about helping individuals and families pursue their goals, support future generations, and make meaningful philanthropic impact. He specializes in comprehensive planning, including estate and legacy strategies, generational education, and charitable giving.
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