Barb Crea

Frandsen Bank & Trust offers a full range of banking services including, but not limited to, business and agriculture lending, home mortgages and cabin loans, commercial and farm real estate lending and full suite of treasury management products. We also provide remote deposit, positive pay, electronic payment processing, consumer loans and deposits, plus many other personal and business banking services through our and mobile platforms. We are a true community bank that serves over 30 communities across Minnesota, North Dakota, and Wisconsin. We provide customized banking services that help our clients achieve their financial goals. Our relationship-based approach allows us to serve each customer individually, providing them with personalized service and advice.

David started his investment career in 2018 after spending 28 years providing human capital services to some of corporate Americas 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.

Lakes Region Accounting is a professional accounting firm based in Waterville, MN, specializing in financial services for individuals and businesses. With a focus on accuracy and efficiency, the team at Lakes Region Accounting offers a range of accounting solutions to meet the unique needs of their clients. Generated from their business information