Meet David Bender

Your financial fture.  I can help you envision it, plan it, and prepare for it.

Dave is a deeply experienced Financial Services Professional, with 30+ years in the industry.  He provides comprehensive and innovative financial solutions to business owners, and individual investors. 

He specializes in wealth management for individuals, small/mid-size business retirement plans (401(k), Profit Sharing, Cash Balance Pension, Deferred Comp, ESOP, Not for Profit Plans), and was previously a wholesaler of mutual funds and retirement plan solutions, to financial professionals. 

As part of a larger team, Dave uses a consultative and personalized approach to investing, and financial planning.  His broad network of industry professionals help him deepen client relationships and provides for a holistic client experience.

EDUCATION & CREDENTIALS:

Dave has a Bachelor of Arts Degree in Business Finance from the University of Wisconsin-Eau Claire.  He has FINRA Series 7, 6, 63, 65, and 24 securities registrations, as well as Life, Accident/Health Insurance & Variable Annuity Licenses. He has also earned the Chartered Retirement Planning Counselor^SM designation (CRPC®) from the College of Financial Planning.

INTERESTS:

Dave lives in Lake Elmo, MN, but is from Lake Namakagon, WI where he has a cabin. Dave's hobbies and interests include fishing, hunting, snowmobiling, motorcycling, sporting clay shooting, woodworking, and is an active reader of history. Dave and his wife have twin daughters, and share a home with Kidd, the “coolest cat, ever!”