Our Team
If Dave isn’t in the office, you might find him at the baseball diamond, coaching or watching his kids. He enjoys travelling with his wife, golfing, and fishing.
David Brouillette
Partner | Financial Advisor
763-297-4330
Professional Experience
Dave Brouillette has built a 30-year career as a financial advisor through his strong commitment to helping clients pursue their goals. Whether working with business owners, high net worth individuals, or professionals just getting started, Dave takes the time to understand what drives each client, then works with them to map out a path to address their goals. Dave’s goal is to be known as a trusted advisor with clients, providing follow-through and focus on the big picture. Within his broad experience, Dave has developed strong skills in estate planning, custom-designed retirement plans, succession planning, and asset management strategies.
Staff Contact
Connected, Proactive + Accessible® Professional
AREAS OF EXPERIENCE
Asset Management
Executive Compensation Plans
Tax Planning Strategies
Retirement Plan Design & Implementation
Estate Planning
Succession Planning
PROFESSIONAL MEMBERSHIPS
DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial
Series 7 FINRA – License for general securities (stocks, bonds, mutual funds, ETF)1
Series 63 NASAA – License for federal and state securities regulations1
Series 65 NASAA – License for investment fee-based advisory services
General Insurance License, MN Department of Commerce – for traditional insurance (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.
1Series 7 and 63 held with LPL Financial and Series 65 held with Great Valley Advisor Group.
EDUCATION + CREDENTIALS
Bachelor of Science, Finance and Economics, SCSU / University of St. Thomas
