Edward Jones

Stenan Enterprises Inc is a financial planning firm located in Olivia, MN. Specializing in personalized financial strategies, they offer services such as investment management, retirement planning, and tax consultation. With a commitment to helping clients achieve their financial goals, Stenan Enterprises provides expert guidance in a friendly and accessible environment. Generated from this place's information

Island Financial Planning Inc is a financial services firm based in Bird Island, MN. Specializing in comprehensive financial planning, the company offers personalized strategies to help clients achieve their financial goals. With a focus on long-term financial stability, Island Financial Planning Inc provides services such as retirement planning, investment management, and estate planning. Their team of experienced advisors works closely with clients to create tailored financial solutions to meet their individual needs. Generated from their business information

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.