About My Practice
David received his Bachelor of Arts degree magna cum laude from the University of Minnesota in 1973 and the degree of Juris Doctor from William Mitchell College of Law in 1980. During his junior year of college he studied English literature, philosophy and music at Oxford University in England. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1988, earned the Chartered Life Underwriter (CLU®) designation in 1994, earned the Chartered Financial Consultant (ChFC®) designation in 1996, earned the Chartered Advisor for Senior Living® (CASL®) designation in 2005, completed the Master of Science in Financial Services (MSFS) degree program in 2006, and earned the Retirement Income Certified Professional® (RICP® ) designation in 2013 . His education, training and experience have enabled him to serve as a financial adviser to individuals, families, businesses, and charitable foundations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: MN, WI, AZ, CA, CT, FL, GA, IA, KS, MD, MO, NE, NJ, NY, NC, RI, Health/disability insurance: MN, WI, AZ, CA, CT, FL, GA, IA, KS, MD, MO, NE, NJ, NY, NC, RI, Fixed annuities: MN, WI, AZ, CA, CT, FL, GA, IA, KS, NE, NY, NC, RI, Variable annuities: MN, WI, AZ, CA, FL, IA, KS, MD, MA, NE, NJ, NY, NC, ND, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Admitted to Bar
- Other - MSFS, RICP®, CLU®, CASL®
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.