"As one of the initial members of Midwest Wealth Advisors I work to educate and help our clients make appropriate investment and retirement decisions. My job is then to help each client review and adapt these strategies both for today and for the long term”. This “CLIENT CENTERED” practice keeps all parties informed and aware of the priority placed on benefits to the client."
Dave has been with North Star Resource Group since 1996. His prior fifteen years as Sales Manager for a financial and estate planning firm working with small business owners and their benefit plans formed the ideal foundation for his work as a personal financial advisor.
He is effectively supported by a team of professional administrative and investment product specialists assisting him in maintaining long-term relationships with his current and growing client base while providing excellent customer service.
Dave holds the Chartered Life Underwriter (CLU) designation. His focus is on individuals primarily interested in turning retirement accumulators (IRAs, 401(k)s, 403(b)s and other non retirement plan assets) into RETIREMENT INCOME through diversified investment strategies.
Dave and his wife Barb have been married for more than forty great years and have two married sons and four grandchildren. Away from business Dave enjoys shanking golf balls into luxury homes, good wine, and spending time with family and friends. As a graduate of the University of Minnesota, the Pederson’s are season ticket holders and avid cheering fans of the Minnesota Gophers.
David is a registered representative and investment advisor representative of Securian Financial Services, Inc. and CRI Securities, LLC. |
