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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 Monkelien is a financial advisor with over 35 years of experience in the industry. David currently works with LPL Financial LLC. David has a strong track record of success in helping clients reach their financial goals. David is a Certified Financial Planner and has passed the Series 63, Series 65, Series 7 and SIE exams. David has been registered with the state of South Dakota since 2000, and currently is also registered in Texas. David is committed to providing his clients with personalized service and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SD
03/27/2024 - Present
LPL Financial LLC (SIOUX FALLS SD)
SD
11/06/2020 - 04/02/2024
SECURITIES AMERICA, INC. (Sioux Falls SD)
SD
11/13/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Sioux Falls SD)
SD
11/15/2000 - 11/13/2017
SII INVESTMENTS, INC. (SIOUX FALLS SD)
CA
04/27/1998 - 11/20/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
09/24/1987 - 05/15/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 03/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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