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Dave Schlosser

Dave Schlosser

Managing Director


[email protected] | (262) 955-6925 | v-Card

Dave Schlosser has been in religion and education banking since 1986. As a managing director, he is responsible for the acquisition, underwriting and structuring of many of the firm’s taxable church and school bond issues. He has originated loans for independent churches, denominational churches, Christian schools and other non-profit organizations nationwide. He has underwritten more than 230 individual issues totaling in excess of $800 million. Dave holds a B.A. in Economics from the University of Wisconsin, Madison. He is a registered representative through the Financial Industry Regulatory Authority and holds a Series 7 and 63 license. He has spoken at various national conventions on the merits of bond financings for churches, schools and other non-profit organizations.