Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Karl Westlund is a financial advisor with Cetera Investment Advisers LLC in Hutchinson, Minnesota. David has been in the financial services industry since 1983, working with individual clients, businesses, and retirement plans. David holds the Series 7, 6, 63, and 65 licenses and is a Chartered Financial Consultant. In addition to financial planning, David is a licensed independent insurance agent and has experience in real estate. David provides a range of financial services, including financial planning, portfolio management, retirement planning, and insurance. He is committed to helping clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial advice. David's experience, expertise, and commitment to client service make him a valuable resource for individuals and families seeking financial 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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (HUTCHINSON MN)
MN
09/27/1983 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HUTCHINSON MN)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Westlund is the right advisor for you? Invested Better is here to help.
