Unclaimed
David Nordmeier is a financial advisor at Cetera Investment Advisers LLC. David has been working in the financial services industry since 1998 and has earned the Certified Financial Planner designation. David specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. David is registered with the state of Minnesota and Texas. David is also a member of Cetera Investment Advisers LLC, which is an independent financial services firm that provides financial planning, investment management, and insurance services. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ELK RIVER MN)
MN
01/20/1998 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Elk River MN)
MN
01/20/1998 - 10/19/2021
CRI SECURITIES, LLC (Elk River MN)
BC
Issued 2/9/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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