Servion Financial Advisors
Dave started his financial services career in 2004 and has focused on helping his clients prioritize what is most important now and in the future. He guides them to take the appropriate step to reach their goals. He works with individuals as well as small business owners to give them peace of mind that their retirement income is on track so they can enjoy their next stage in life.
Dave grew up in Roseville and graduated from Northern Illinois University where he was a member of the Huskie's Tennis team. Today, Dave lives in Roseville with his wife Jen, their two boys, Ryan and Nate, and a rescue hound named Cooper.
Licensed to sell insurance on the following States: AZ, IL, MN, SD, WI
700 Apollo Drive, Lino Lakes, MN 55014
Branch (651) 747-1500
Direct: (651) 765-6787
Mobile: (651) 245-1259
SMW FCU General # (651) 747-1500
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera is under separate ownership from any other named entity.
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