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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 John Busselman is a financial advisor with over 17 years of experience in the industry. David is currently registered with Intellicents Investment Solutions Inc. and has been with the firm since August 2016. David holds Series 66, 7 and SIE licenses and is a Certified Financial Planner. Before working for Intellicents Investment Solutions Inc., David worked for CETERA ADVISORS LLC, CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES LLC and THRIVENT INVESTMENT MANAGEMENT INC. David specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. David's experience and certifications make him a valuable resource for clients seeking financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
03/21/2017 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
MN
12/15/2016 - 08/10/2018
CETERA ADVISORS LLC (ALBERT LEA MN)
MN
02/24/2015 - 08/12/2016
CHARLES SCHWAB & CO., INC. (ST. PAUL MN)
MN
06/27/2006 - 01/23/2015
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
MN
09/30/2004 - 06/02/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 11/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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