About My Practice
Mission statement: To have a positive impact on the lives of our clients and to be the first choice for individuals, families, and small businesses seeking trusted advice on building, managing, and distributing wealth.
David Brower, CFP®, is a principal of Krekeler Brower Wealth Advisors. Our practice focuses on investment management, retirement planning, estate planning, education planning, risk management, and debt management strategies for affluent families and individuals, as well as small businesses. We believe in the financial planning process and we work with our clients to create comprehensive wealth management plans tailored to their unique requirements.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial. www.finra.org www.sipc.org
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, GA, MA, MD, MI, NE, NY, RI, SC, VA, WV
I have provided financial advisory and investment portfolio management services to my clients for eleven years. I began my career as financial advisor at Morgan Stanley in 1999 shortly after retiring from the U.S. Navy following a successful 20 year career. My partner and I left Morgan Stanley in June, 2007 to form Krekeler Brower Wealth Advisors.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: VA, Health/disability insurance: VA, Fixed annuities: VA, Variable annuities: VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Securities registrations held with LPL Financial.
Considerations: Want a FREE retirement report? Go to FreeRetirementReport.com and enter promo code "BROWER"
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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