Montgomery

Laurie Maros David Nielsen
Certified Retirement Counselor, CRC® Wealth Advisor
email Laurie email David
507.364.7331 651.242.5735


Helping clients find financial solutions to help build their nest eggs and pursue their financial goals is Laurie's focus. She enjoys helping people throughout all phases of the life cycle; from opening their first savings account to working towards retirement financial independence and beyond. Laurie provides continued support all along the way in order to help meet the ever changing financial challenges her clients are faced with. Laurie received her Bachelor's degree from the University of Minnesota. She resides south of Montgomery and joined Frandsen Bank & Trust in Montgomery in 2007. Laurie considers herself very fortunate to be able to live and work in this great community.

David utilizes an array of resources from Frandsen Investment Services to help you plan ahead for your short-term needs and long-term goals. He knows the importance of connection and communication—whether you’re planning to start a family or creating your retirement plan. David’s goal is to provide a solid partnership, regardless of your stage of life. He will strive to ensure your financial goals are met, while recognizing and accounting for the ups and downs of your life journey. You can feel confident that David will listen.

David grew up in the Twin City suburbs and attended college at Indiana University’s Kelly School of Business with a major in business Administration and a minor in history. David spent 28 years in corporate America, working his way up to senior director, providing human capital services to many of the country’s largest employers. David has a vast amount of experience in business and working with clients to find solutions to solve complex problems. David started his investment and insurance career in 2018 and currently holds the Series 7 and Series 66 securities registrations with LPL Financial, joining Frandsen Investment Services in 2020. David is an investment advisory representative of LPL Financial and a registered life and health insurance agent in Minnesota. David and his wife live in New Prague and have two children, a dog, and a cat. They enjoy outdoor activities, travel, and spending time with friends and family.


 


FINRA | SIPC

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:
 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY MA, MN, MO, MT, ND, NE, NM, NV, OH, OK, SC, SD, TX, VT, WA, WI.