David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area for over 20 years. He graduated with a B.A. degree from the University of Wisconsin-Madison. He is currently a member of the National Tax Shelter Accounts Association. David was named "2008 FIVE STAR: Best in Client Satisfaction Wealth Manager", published by Twin Cities Business and Minneapolis St. Paul magazines, for the second consecutive year.
David is available at our Coon Rapids and Woodbury branch offices, and specializes in working with individuals who are at different stages of retirement planning. He's available to assist UECU members who are approaching retirement age, are already retired, or investors who are just starting to plan their retirement needs.
Securities offered through Advanced Advisor Group, LLC. Member FINRA and SIPC.
440 Emerson Street N, Suite 4, Cambridge MN 55008 877-403-2374
EFS, and AAG, are not affiliated with United Educators Credit Union.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.
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Routing # 296076084 • Toll-Free 800-229-2848