Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nygro is a financial advisor with LPL Financial LLC. David has been in the financial services industry since 2004. David holds Series 6, 7, 63 and 66 licenses and has experience with Thrivent Investment Management Inc. and Northwestern Mutual Investment Services, LLC. David is based in Oconomowoc, Wisconsin, and also works with clients remotely. David's areas of expertise include financial planning, portfolio management, and investment consulting.
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.
1
2
WI
05/22/2024 - Present
LPL Financial LLC (Oconomowoc WI)
MN
08/19/2022 - 12/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
CO
01/06/2022 - 03/28/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
WI
01/15/2004 - 08/31/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Nygro is the right advisor for you? Invested Better is here to help.
