David Anfinson
David Anfinson is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Melrose, MN, with 23 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
223 Main St, Melrose, MN, 56352
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with several entities, including Anfinson, Thompson & Company, P.A., CPA's where he spends about a quarter of his time on taxes and financial planning. He also serves as a board member for Carris Health LLC and Centra Care Health, and is a shareholder in Anfinson, Thompson & Company Properties, LLC, and owns Anfinson Thompson Financial Services.
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
Askar Advisors Group, INC.
Askar CORP.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Askar CORP.Broker
State Registrations18 states
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