David Del Finnestad
Advisor at Finnestad Financial — Minooka, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Minooka, IL
Finnestad Financial
Independent
Total advisors
1Clients per advisor
20 TypicalAvg AUM per client
$680,000 TypicalHNW client ratio
40% HighDavid Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.
$0 - $199,000: 2.00% $200,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%
Fee-only: Fee-only, no commissions received for sale of securities or products
Minooka, IL
Minooka IL
Advisors at this office
1
Illinois
28 years of industry experience
Self Employed / Livestock-Agriculture
1994 - Present • 32 years
Minooka, IL
Finnestad Financial Services
1987 - Present • 39 years
Minooka, IL
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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