605.725.5189 | email@example.com
"Eide Bailly’s culture of doing what is right for our clients is expressed in everything we do." ~ David
David has more than 20 years experience providing financial, estate and retirement planning services, with more than 10 years experience working in private accounting and investments. He works closely with CPAs and attorneys to provide estate planning and wealth transfer services. David also provides cash flow analysis, education planning, insurance and risk analysis, asset allocation, investment portfolio management, cash management, and analysis of personal and business insurance products and risks.
David enjoys helping clients achieve their financial goals. As a mentor to several younger business owners, he enjoys the personal satisfaction and reward of contributing to their successes.
Outside of his professional life, David enjoys helping his children with their business ventures. He stays active by traveling, water skiing and participating in all kinds of outdoor activities.
Designations and Licensures
- Investment Advisor Representative 66
- Registered Representative Series 7 and 63
- Registered Principal Series 24
- Registered Options Principal Series 4
- Licensed Life and Health Professional
- Bachelor of Science, Mathematics - Northern State University, Aberdeen, South Dakota
Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services LLC is the holding company for Eide Bailly Advisors LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.