David Monkelien

David Monkelien

CFP®, Financial Consultant of KMS Financial

Dave is a CERTIFIED FINANCIAL PLANNER™ professional  and a licensed life and disability insurance agent. He is a Financial Consultant with KMS Financial Services. KMS is a full service Broker/Dealer and Registered Investment Advisor, providing financial planning, investment advice and brokerage services.   

Dave Monkelien entered the financial services industry in 1987, and has built a clientele comprised mainly of individuals and small business owners.  He works closely with each individual to develope a personalized financial plan.  Dave incorporates his knowledge and experience in helping clients more effectively work toward their financial goals.

 

Emphasis is placed on:

  • Cash Management  
  • Risk Management
  • Tax Strategies
  • Investment Strategies
  • Retirement Planning
  • Estate Planning

A longtime resident of Sioux Falls, Dave is actively involved the the community.  He is a former member of the Chamber of Commerce Diplomats.   

Dave graduated from the University of South Dakota with a BS degree in Business Administration. .     

Phone 605-362-4175
Fax 605-362-4120