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Investment Advisement

Plan for your future

Whether you’re new to investment advisement or are a seasoned pro looking for a little guidance, we can help.

    Planning for your future has never been easier than with our partner Servion Financial Advisors.

    Meet Dave Edelman

    Dave Edelman, our Servion Financial Advisor comes to us with 20 years of experience in financial services.

    As a seasoned Financial Advisor, Dave will work with you to understand your financial situation and assist you in achieving your long-term goals. He excels at breaking down complex issues and making them understandable and manageable.

    Whether you’re new to investing or a seasoned pro looking for guidance, Dave can help.  You’ll receive personal attention and service tailored to your needs.

    Whether you’re new to investment advisement or are a seasoned pro looking for a little guidance, we can help. You’ll enjoy personal attention and service tailored to your needs.

    Our Investment Services Include:

    • Retirement Income Planning
    • Investment Planning
    • Financial Management
    • Insurance Planning
    • Business Planning

    Dave is available for in-person, virtual or phone meetings. You can connect with Dave at (651) 765-6787 or e-mail [email protected]

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. lnvestments are: Not NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency, Cetera is under separate ownership from any other named entity.

http://brokercheck.finra.org/
http://www.sipc.org
http://www.finra.org/

Registered Branch Location: 5500 South Robert Trail, Inver Grove Heights, MN 55077 Phone: (651) 451-5160

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Advisor, or Registered Representative or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator. Check the background of this investment professional on FINRA’s BrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN).

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at http://www.ceteraadvisornetworks.com

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.

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Plan for your future