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 J. Brouillette
Partner | Financial Advisor
952-236-1755
AREAS OF EXPERIENCE
Asset Management
Executive Compensation Plans
Tax Planning Strategies
Retirement Plan Design & Implementation
Estate Planning
Succession Planning
Keynote Speaking
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
