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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
David Nielsen
Wealth Advisor
CPFA | Series 66 & 7 licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Fri: 9am–4:30pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–5:30pm | Sat–Sun: Closed
Lobby Hours Mon–Fri: 9am–4pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–5pm, Sat: 9am–12pm | Sun: Closed
About David Nielsen
David Nielsen is a Wealth Advisor with Frandsen Investment Services and LPL Financial, where he helps individuals, families, small businesses, farmers, and nonprofits pursue financial success through thoughtful investing, advising, and insurance strategies. He began his investment career in 2018 following 28 years in human capital services supporting major U.S. employers. David holds Series 7 and 66 registrations with LPL Financial and is also a Certified Plan Fiduciary Advisor (CPFA). Known for his personal, client-centered approach, David takes the time to understand each client’s goals, risk tolerance, and long-term aspirations. He is skilled at simplifying complex financial concepts and empowering clients with the knowledge needed to make confident, informed decisions. A lifelong learner, David continually seeks new insights and applies them to enhance the guidance he provides.
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