David Dean Milbrath
Advisor at LPL Financial — Springfield, MN
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
CFP®, Series 63, Series 65
Experience Industry experience
35 years
Location
Springfield, MN 56087
LPL Financial
Institution
David Milbrath is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked for nine years, and has managed Prairie Plans Asset Management since 1991. Outside of his advisory work, he is involved in agricultural ventures, including raising feeder cattle, and holds positions in related businesses such as Red Rock Quarry, Inc. and Red Rock Farms, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, supported by research, technology, and a broad suite of financial and insurance products.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Springfield, MN
101 N Marshall Ave
Springfield MN 56087
Advisors at this office
5
Minnesota · Texas
35 years of industry experience
LPL Financial
2017 - Present • 9 years
Springfield, MN
Prairie Plans Asset Management
1991 - Present • 35 years
Springfield, MN
Investment Centers Of America, Inc.
1991 - 2017 • 26 years
Springfield, MN
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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