David Nordmeier, CFS®, CFP®

David started in the financial industry in 1998 and is dedicated to serving the specific needs of investors throughout the Upper Midwest. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and his goal is simple; assist his clients to live a more enjoyable life with the help of strong professional financial guidance. David says, “Developing a comprehensive financial strategy is the process of wisely managing one’s financial resources to achieve their goals and dreams, while at the same time helping negotiate the financial roadblocks that inevitably arise in every stage of life.” He focuses his efforts on providing comprehensive financial and investment strategies allowing his clients to make quality decisions. These decisions should be based on each person’s individual goals and objectives. David is firmly focused on his clients’ financial well-being and he believes this strengthens successful long-term client relationships.

David is an avid angler, hunter and traveler. He and his wife Nikki live in Elk River, Minnesota with their children Anna and Chet. They are very active in their local church, conservation groups, and other charities in their community.