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
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
