Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Iverson is an investment advisor representative registered with Intellicents Investment Solutions Inc. David is also a registered representative with SECURIAN FINANCIAL SERVICES, INC., KINGLAND CAPITAL CORPORATION, AEGON USA SECURITIES INC., and H.D. VEST INVESTMENT SECURITIES, INC. David has been in the industry for over 30 years. David Iverson specializes in investment planning, portfolio management for individuals and businesses, and pension consulting. David is licensed in Iowa and Minnesota.
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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IA
04/09/2018 - Present
Intellicents Investment Solutions Inc. (Lake Mills IA)
IA
07/19/1995 - 04/03/2018
SECURIAN FINANCIAL SERVICES, INC. (LAKE MILLS IA)
NA
01/28/1993 - 05/15/1995
KINGLAND CAPITAL CORPORATION
IA
06/27/1990 - 12/14/1992
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
TX
12/17/1987 - 06/05/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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