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My Services

David Nielsen is an independent financial advisor, acting as a steward for his clients and guiding them through the complexities of the financial industry. While he serves clients in 28 different states, he predominantly works in Illinois, Indiana, Wisconsin, Mississippi, and Louisiana.

David offers the following services and products, as well as Christian Financial Planning:

Financial Planning
  • Comprehensive Financial Plans
  • Retirement Plans
  • Tax Plans
  • 401 (k) Plans
  • 403(b) Plans
  • College Plans
  • Estate Plans
  • Bonds
  • Educational IRA & 529 Plans IRA
  • Simple IRAs
  • Brokerage Accounts
  • Variable Annuities
  • Mutual Funds
  • Stocks
  • Real Estate Investment Trusts
  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance