James (Jim) L. Haling, MSF
Jim holds a master’s degree in Finance, with a specialty in Financial Planning, from Walsh College. He has over 40 years of personal investment experience and joined the RWS team in 2012.
He currently holds FINRA series 7 and 66 securities licenses as well as life/health and accident insurance licenses.
As an independent advisor, Jim works with individuals seeking personal, professional investment and retirement planning services. He seeks to balance client goals and objectives with assessed risk tolerance. In addition, Jim works with business owners to enhance their benefit packages and retirement plans.
Jim is also an Adjunct Professor at the University of Davenport where he teaches financial classes including Investment Planning, Advanced Corporate Finance, Entrepreneurial Finance, Financial Statement Analysis and Portfolio Management.
Jim is married with two children. In his spare time, he enjoys camping, boating and fishing on Lake Michigan. He is active in his community, serving as a volunteer for the Plymouth Community United Way.