DM
ChFC
DM
ChFC

David Mcnurlen

23 Years of Experience
Pembine, WI
Broker

David Mcnurlen is a ChFC-designated registered investment advisor, based in Pembine, WI, with 23 years of industry experience.

Location

N18630 Highway 141, Pembine, WI, 54156

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a board member for Lena Public School District, a trust officer and client relationship manager for The Stephenson National Bank & Trust, and an advisory representative of a RIA through CIRA. These activities take up nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2021 - Present · 4 yrs 8 mos
Cambridge Investment Research Advisors, INC.
November 2021 - Present · 4 yrs 8 mos
Cambridge Investment Research, INC.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
LPL Financial LLC
January 2021 - April 2021 · 3 mos
LPL Financial LLCBroker
January 2021 - April 2021 · 3 mos
LPL Financial LLC
January 2021 - January 2021 · 0 mos
Allstate Financial Advisors, LLC
November 2018 - February 2019 · 3 mos
Allstate Financial Services, LLCBroker
November 2018 - February 2019 · 3 mos
Fbl Investment Management Services, INC.
February 2017 - September 2018 · 1 yr 7 mos
Fbl Marketing Services, LLCBroker
February 2017 - September 2018 · 1 yr 7 mos
State Farm Vp Management CORP.Broker
June 2002 - December 2016 · 14 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2001 - April 2002 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - November 2001 · 2 yrs 2 mos
State Registrations5 states
AZMINCOKWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Mcnurlen - Financial Advisor | TrueAdvisor