David Finnestad (CRD# 1756873) is an Investment Advisor Representative working at Finnestad Financial in Minooka, IL and has over 32 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 3025408
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed / Livestock-agriculture | Minooka, IL | Sep 1994 - Current | 29 |
| Finnestad Financial Services | Minooka, IL | Jul 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- IL
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$423,077
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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