David Spethmann

David joined our team in 2022 as an Investment Advisor Representative, focused on providing exceptional service to Mike’s clients to ensure they reach their financial goals. He tailors his approach to each client’s unique needs, analyzing their situations to identify the best solutions for their short- and long-term objectives. Passionate about helping others, David simplifies the complexities of the financial world for his clients. He’s thorough in his planning and ensures all questions are answered.

David graduated from St. Cloud State University with a degree in economics and a minor in finance and holds Series 7 and 66 registrations and Minnesota life, health, and accident insurance licenses. He entered the financial services industry in 2020, aligning his work with his commitment to helping people.