David Bender (CRD# 1472002) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 38 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Wealth & Retirement | Lake Elmo, MN | Mar 2022 - Current | 2 |
| Principal Life Insurance Company | Lake Elmo, MN | Aug 2021 - Current | 2 |
| Principal Securities Inc. | Lake Elmo, MN | Aug 2021 - Current | 2 |
| Unemployed | Stillwater, MN | Dec 2020 - Aug 2021 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jun 2016 - Aug 2021 | 5 |
| Mml Distributors, LLC | Enfield, CT | Jun 2016 - Aug 2021 | 5 |
| Principal Securities Inc. | Minnetonka, MN | Jan 2007 - Jun 2016 | 9 |
| Principal Life Insuranc Company | Minnetonka, MN | Jan 2007 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MN
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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