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Meet David

David Nielsen David Nielsen

(847) 639-3215
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David Nielsen is an independent financial advisor with more than 20 years of experience in the financial services industry. He guides individuals, businesses, and charities in the process of establishing their financial, personal, and business goals. Offering Christian financial planning services, he seeks to act as a steward and use Biblical principles in advising clients.

David has obtained securities licenses 6, 7, 24, 63 and 65. He has received multiple designations, including Accredited Estate Planner (AEP), Chartered Advisor for Philanthropy (CAP), Christian Financial Consultant & Advisor (CFCA), Chartered Financial Consultant (ChFC), Certified Senior Advisor (CSA), and Life Underwriter Training Council Fellow (LUTCF).

Prior to becoming a financial advisor, David spent 31 years in the millwork business and owned two millwork manufacturing and distributing companies. Because of his experience in the custom millwork business, he believes each client needs a custom financial plan to meet their needs and goals. He uses his experiences as a small business owner to assist other small business owners in establishing business continuation plans, corporate retirement plans, and group insurance plans. In addition to working with small business owners, he frequently works with families, widows, and widowers, helping them understand the many options available for cash flow management, college funding, retirement planning, and life insurance policies.

David has offices in Cary, Illinois; Dunbar Wisconsin; and Vicksburg, Mississippi and has clients in 28 different states, with a large majority residing in Illinois, Wisconsin, Michigan, Mississippi, and Louisiana.

David Nielsen and wife Outside of the office, David and his wife of over 52 years, Beverly (seen in the picture), enjoy spending time with their son and two grandsons. Passionate about their walk with the Lord, David and Beverly are active members in their church, Northwoods Chapel (in Pembine, Wisconsin) and are both committed to serving others. David loves reading, especially the Bible and historical books, woodworking, and oil painting. He and Beverly frequently travel and take walks in their local woods.

“You are God’s workmanship, created in Jesus Christ unto good works that God has prepared for you to walk in.” - Ephesians 2:10