David Nielsen - Wealth Advisor, CPFA
6512425735 / +16512425735
Contact data
Telephone number: 6512425735Owner and address: David Nielsen - Wealth Advisor, CPFA
205 Main St S 55310 Bird Island
City: Bird Island - USA
more details: Website
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David Nielsen - Wealth Advisor, CPFA Investment service
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.
Opening hours
M-F 9am-3pm, Sa-Su Closed
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