Banner Investment Services - Dave Nelson
With 25 years' experience as a financial consultant, Dave Nelson is thoughtful and enthusiastic about helping people create a realistic, personalized investment strategy. He engages clients in an informative planning process that helps them define and pursue their goals.
As a Retirement Income Certified Professional (RICP®), Dave is as focused on preparing and saving for retirement as he is on the goal of preserving and distributing the retirement nest egg. He enjoys educating clients about the numbers — taxes, interest rates, life expectancy, market fluctuations and more — to help them gain economic efficiencies, and help them strive to make better financial decisions regarding the funds they work so hard to earn.
A customized path to your future:
Dave serves many business and individual clients in several states and keeps regular office hours in our Northern California locations. He welcomes the opportunity to develop a customized financial strategy for you to work towards your objectives.
A qualified, trusted representative:
- Certifications: FINRA Series 6, 7, 24, 63 and 66, registered through LPL Financial
- California Life/Health Insurance License # OB33992
- Life and Long-Term Care Insurance Licenses in numerous states
- State Securities Registrations in numerous states
Areas of focus:
Families and individuals
- Retirement planning
- Retirement income distribution planning
- Investment & Life Insurance planning
- Retirement planning
- Life Insurance planning
- Business succession planning
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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