David Nielsen - Frandsen Investment Services Wealth Advisor

Image 1 | David Nielsen - Frandsen Investment Services Wealth Advisor Image 2 | David Nielsen - Frandsen Investment Services Wealth Advisor
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Address

320 E Main St, Waterville, Minnesota, 56096

Phone number

(651) 242-5735

Learn More

Category

Finance & Insurance > Financial Planning & Investments

Email

Online

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. 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.

Monday: 9:00am to 4:00pm
Tuesday: 9:00am to 4:00pm
Wednesday: 9:00am to 4:00pm
Thursday: 9:00am to 4:00pm
Friday: 9:00am to 4:00pm

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