David Serposs

Financial Representative | Principal Securities Registered Representative | Financial Advisor


David has been in the insurance and financial services industry since 2010. David’s mission is to help others build confidence in their retirement readiness. Small steps today can compound into massive outcomes for the future and David is compelled to help individuals, families and business owners work towards achieving this. David provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. David uses a personalized approach and focuses on offering financial strategies to those who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement.

Education & Credentials:

David obtained his Bachelor of Science Degree in Marketing with Summa Cum Laude Honor from St. Cloud State University. David has his FINRA Series 6, 63, 65 and 7 securities registrations as well as his Life, Accident, & Health license. David holds the Accredited Investment Fiduciary (AIF®) designation from Fi360.


David is an assistant coach for Woodbury girls U6 soccer and is actively involved with for Change Starts With Me, a local 501(c) (3). David is a member of the Association of Investment Management Sales Executives (AIMSE). In his free time, David enjoys traveling with his family, experiencing new cultures and trying new cuisines.

Phone 952-277-4251
Fax 855-472-0574
Mobile Phone 612-723-2003