David Westlund
David Westlund is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hutchinson, MN, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
102 Main Street South, Suite 206, Hutchinson, MN, 55350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a co-owner and treasurer of Westlund Associates, a DBA for sales of securities and insurance products, and an independent insurance agent selling fixed insurance products, both taking up a full-time commitment. He also owns real estate rentals, gas wells, and is a notary public, while also serving as a board member for a condo homeowner association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations15 states
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