Unclaimed
David Dykstra is a financial advisor with Valic Financial Advisors, Inc. David has been in the financial industry since August 2001. David is registered to provide financial advice in Arizona, Colorado, Iowa, Minnesota, Missouri, Ohio, South Carolina, South Dakota, and Wisconsin. David holds the Series 7 and Series 66 securities licenses, as well as the Securities Industry Essentials (SIE) exam. In addition to being a financial advisor, David is also a board member of the Theodore Roosevelt High School Foundation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
IA
09/19/2013 - Present
Valic Financial Advisors, Inc. (WEST DES MOINES IA)
IA
01/05/2011 - 08/30/2013
INVESTMENT CENTERS OF AMERICA, INC. (WEST DES MOINES IA)
IA
06/24/2002 - 01/11/2011
PRINCOR FINANCIAL SERVICES CORPORATION (WEST DES MOINES IA)
IA
05/10/2001 - 03/15/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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