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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Craig steven Sandvold is an active financial advisor registered with Osaic Wealth, Inc. in Minnesota. David has been in the financial services industry since April 2012. His firm provides financial planning and investment management services to individual clients, businesses, charitable organizations, and retirement plans. David has a strong record of success in helping his clients reach their financial goals. He holds licenses to provide investment advice and sell securities. David's focus areas include financial planning, retirement planning, and investment management.
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.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
04/06/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MINNETONKA MN)
IA
Issued 09/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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