David Monkelien
CFP®, Financial Consultant of Securities America
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life and disability insurance agent. He is a Financial Consultant with Securities America, Inc. Securities America 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. .