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David Del Finnestad

Advisor at Finnestad Financial — Minooka, IL

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Minooka, IL

Finnestad Financial

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$680,000 Typical

HNW client ratio

40% High

About

David 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.

Client services

Based on Finnestad Financial

Portfolio management

Expertise

Based on Finnestad Financial

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

$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%

Other

Fee-only: Fee-only, no commissions received for sale of securities or products

Location

Minooka, IL

Minooka IL

Advisors at this office

1

Most active in

Illinois

Work history

28 years of industry experience

Self Employed / Livestock-Agriculture

1994 - Present • 32 years

Minooka, IL

Finnestad Financial Services

1987 - Present • 39 years

Minooka, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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