Main Headquarters:
200 Creek Lane North
Jordan, Minnesota, 55352
Phone Number:
(651) 242-5735
Go back to: Investment Advisory Service
Incorrect information? Please contact your service provider or for immediate action, first Create and new listing and then Delete this one.
(651) 242-5735
No fax available
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.
| Monday : | 9:00 AM - | 4:30 PM | |
| Tuesday : | 9:00 AM - | 4:30 PM | |
| Wednesday : | 9:00 AM - | 4:30 PM | |
| Thursday : | 9:00 AM - | 4:30 PM | |
| Friday : | 9:00 AM - | 4:30 PM | |
| Saturday : | closed | ||
| Sunday : | closed | ||
You can also mark off this information as being helpful or not helpful above. If you want to share your thoughts about David Nielsen - Wealth Advisor, use the icons above to let others know if this information helped you find or make a decision about this business.
An Investment Advisory Service, in Jordan, denotes the act of providing guidance to the investors so that they make a correct investment. The professionals rendering such services generally possess a wide & updated knowledge of the market situations to ensure a profitable business for their clients.
