David Monkelien, CFP®

Dave is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life and disability insurance agent. He is a Financial Consultant with LPL Financial. LPL Financial is a full service Broker/Dealer and Registered Investment Advisor, providing financial planning, investment advice and brokerage services.

Dave Monkelien entered the financial services industry in 1987, and has built a clientele comprised mainly of individuals and small business owners. He works closely with each individual to develope a personalized financial plan. Dave incorporates his knowledge and experience in helping clients more effectively work toward their financial goals.

_{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}

Emphasis is placed on:

• Cash Management
• Risk Management
• Tax Strategies
• Investment Strategies
• Retirement Planning
• Estate Planning

A longtime resident of Sioux Falls, Dave is actively involved the the community. He is a former member of the Chamber of Commerce Diplomats.

Dave graduated from the University of South Dakota with a BS degree in Business Administration. .