David Nielsen - Wealth Advisor

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David Nielsen

Wealth Advisor, CPFA
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My Info

Address

My Locations

Phone

(651) 242-5735

Email

Email David

My Hours

Day of the WeekHours
thu9:00 AM - 4:30 PM
fri9:00 AM - 4:30 PM
satClosed
sunClosed
mon9:00 AM - 4:30 PM
tue9:00 AM - 4:30 PM
wed9:00 AM - 4:30 PM

Personal Products and Services

  • Financial Planning

About David Nielsen

David started his investment career in 2018 after spending 28 years providing human capital services to some of corporate America’s largest employers. He is a Certified Plan Fiduciary Advisor (CPFA) and holds the Series 66 and Series 7 registrations with LPL Financial. David takes the time to get to know his clients on a personal level. He makes sure that the advice and services he provides align with their goals, risk tolerance, and long-term plans regardless of what those might be. He does his best to keep things simple but at the same time educate. Whether it involves his client or the strategies to support them, David believes you can never learn too much - his goal is always to learn something new every day and incorporate what he has learned into his practice. In his free time, David is happiest spending time with friends and family doing any outdoor activity.

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Interests
Spending time with family, outdoor activities

Frequently Asked Questions

My Locations

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

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