See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DM

David Monkelien

Registered Representative at LPL Fina... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Mercury Wealth Partners</span>
Intro Book
Experienced financial planner and investment manager.
  • Claim this Profile
Location
Sioux Falls, South Dakota, United Sta...
Skills
  • Financial Planning
  • Financial Services
  • Investment Management
  • Strategic Planning
  • Customer Service
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
David Monkelien is a seasoned financial professional with 18+ years of experience in financial planning, investment management, and leadership. He holds a degree in Business Administration and is a Certified Financial Planner (CFP). Monkelien has worked with various companies, including Securities America Inc., KMS Financial Services, Inc., and IDS, providing financial services, investment management, and strategic planning.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Mar, 1994
    - May, 2026

Experience

  • Mercury Wealth Partners
    • Sioux Falls, South Dakota, United States
    • Registered Representative at LPL Financial
      • Apr 2024 - Present
      • Sioux Falls, South Dakota, United States
  • Securities America Inc.
    • Registered Representative
      • Nov 2020 - Present

      Financial Consultant at Securities America

  • KMS Financial Services, Inc.
    • CFP® Professional
      • Nov 2017 - Nov 2020

      Financial services, investment management &amp; financial planningSecurities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. HMK Financial Services and KMS are separate and unaffiliated. HMK Financial Services is not a...

  • SII Investments
    • CFP® Professional
      • Dec 1999 - Nov 2017
  • FNIC
    • CFP® Professional
      • Dec 1997 - Dec 1999
  • IDS
    • Financial Advisor
      • Oct 1987 - Dec 1997

Education

  • 1973 - 1977
    University of South Dakota

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles