Midwest Wealth Advisors  
investing Rogers mn
 
midwest financial advisors wealth
Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”


Additional information about individuals registered with FINRA can be found on FINRA'S BROKERCHECK.

 

"I am a Co-Founder of Midwest Wealth Advisors. I founded this firm to provide a place where my clients know that I am committed to working with their best interests in mind."

David started in the financial industry in 1998 and is dedicated to serving the specific needs of investors throughout the Upper Midwest. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and his goal is simple; assist his clients to live a more enjoyable life with the help of strong professional financial guidance. David says, “Developing a comprehensive financial strategy is the process of wisely managing one’s financial resources to achieve their goals and dreams, while at the same time helping negotiate the financial roadblocks that inevitably arise in every stage of life.” He focuses his efforts on providing comprehensive financial and investment strategies allowing his clients to make quality decisions. These decisions should be based on each person’s individual goals and objectives. David is firmly focused on his clients’ financial well-being and he believes this strengthens successful long-term client relationships.

David is an avid angler, hunter and traveler. He and his wife Nikki live in Elk River, Minnesota with their children Anna and Chet. They are very active in their local church, conservation groups, and other charities in their community.


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

David is a registered representative and investment advisor representative of Securian Financial Services, Inc. and CRI Securities, LLC.

Our Team

Lawrence Tate, ChFC
Chief Investment Strategist and Financial Advisor

David Nordmeier, CFP®, CFS
Chief Financial Strategist and Financial Advisor

David Pederson, CLU
Financial Advisor

Karen L. Nesbit
Practice Manager
for David Nordmeier

 

Midwest Wealth Advisors
11040 183RD CIR NW
Suite A
Elk River, MN 55330

Phone: 763-428-0066
Fax: 763-428-0072
Email: dave@midwestwealthadvisors.com
(View Map)

© 2022 Midwest Wealth Advisors. All Rights Reserved.

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Midwest Wealth Advisors, an affiliate of North Star Resource Group, both of which are independently owned and operated and offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Midwest Wealth Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Midwest Wealth Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

! The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Click here to learn more.