Doug Buehler - Vice President and Partner

Doug Buehler - Vice President and Partner

CFP, ChFC, CLU, MBA

Phone: 701-223-9084 ext. 16
Fax: 701-223-3204
Mobile Phone: 701-400-4535
E-mail:
 
North Dakota Office
2331 Tyler Parkway, Suite 6
Bismarck, ND  58503

 

Doug began his career as a consultant in the banking industry, where he held sales, marketing and management positions with NCR, AT&T and Banctec Financial Systems.   He became a stockbroker and portfolio manager in 1997, training with New York based Salomon Smith Barney.   In 2002 he moved his practice to AXA Advisors in order to concentrate on financial planning.  Doug became a Divisional Vice President with AXA and subsequently retired in order to devote his attention full time to his clients.  He became a Partner with Diversified Wealth Management in 2011. 

Doug holds  FINRA series 7, 24,51,  63 and 65 licenses.

 

Academic achievements include:

BS in Business Administration

BS in Accounting

Masters in Business Administration

CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

Chartered Financial Consultant(CHFC)

Chartered Life Underwriter(CLU)

 

Doug’s focus as a Financial Planner is in three key areas;  Wealth Management,  Estate Planning and Retirement Income Planning.