David Trettel Strategic Wealth Investm... Fees & PerformanceNo records on file. Legal Record This advisor has a clean record.Work HistoryPrincor Financial Services Corporation Strategic Wealth Designers Charles Schwab & Co., Inc Principal Life Insurance Company Mutual Of Omaha Investor Services Mutual Of Omaha Insurance Company Wells Fargo Advisors, Llc Weston Banks Wealth Partners CertificationsCertified Financial Planner