David started in the financial industry at North Star Resource Group in 1998 and is dedicated to serving the specific needs of investors throughout the Upper Midwest. He is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner and his goal is simple; assist his clients to live a more enjoyable life with the help of strong professional financial guidance. David says, “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. David helps his clients create a strategy that can eliminate worry and make goals feel attainable and exciting again. David is firmly focused on his clients’ financial well-being and he believes this strengthens successful long-term client relationships. He believes that with a sound strategy in place, you can live today with a greater sense of pride and purpose and far less worry.
David is an avid angler, hunter and traveler. He and his wife Nikki live in Ramsey, Minnesota with their children Anna and Chet. They are very active in their local church, conservation groups, and other charities in their community.
David is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. Midwest Wealth Advisors is independently owned and operated. Midwest Wealth Advisors is affiliated with North Star Resource Group. 1637912 / DOFU 11-2016
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