Dave started in the financial industry in 1998 and is dedicated to serving the specific needs of soon to be retired and retired investors throughout the Upper Midwest. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner firmly focused on his client’s financial wellbeing and believes this strengthens successful long-term client relationships. His goal is simple: assist his clients to live a more enjoyable life with the help of strong, professional financial guidance.
Dave says “I founded Midwest Wealth Advisors to provide a place where my clients know that I am committed to working with their best interests in mind. Developing a comprehensive financial strategy is the process of wisely managing one’s financial resources to achieve their goals and dreams, while at the same time helping negotiate the financial roadblocks that inevitably arise in every stage of life.”
He focuses his efforts on providing comprehensive financial and investment strategies allowing his clients to make quality decisions. These decisions should be based on each person’s individual goals and objectives.
Dave is an avid angler, gardener, hunter and traveler. He and his wife Nikki live in Elk River, Minn., with their children Anna and Chet. They are very active in their local church, a conservation group and other charities within their community.
Dave is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. Midwest Wealth Advisors is independently owned and operated. Midwest Wealth Advisors is affiliated with North Star Resource Group.
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Rogers20980 Rogers Drive, Suite 600
Rogers, MN 55374