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David Alan Nordmeier

Advisor at Cetera — Elk River, MN 183rd Circle NW

Updated today

Credentials

CFP®, Series 63

Experience

28 years

Location

Elk River, MN 55330

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,116 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Elk River, MN 183rd Circle NW

11040 183rd Circle NW, St A

Elk River MN 55330

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

28 years of industry experience

Nordmeier Financial, Inc.

2026 - Present • 1 year

Minneapolis, MN

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2023 - Present • 3 years

Elk River, MN

Midwest Wealth Advisors

2012 - Present • 14 years

Rogers, MN

North Star Consultants, Inc & North Star Brokerage Inc

1998 - Present • 28 years

Minneapolis, MN

Minnesota Life Insurance company

1998 - 2023 • 25 years

St Paul, MN

Securian Financial Services, INc.

1998 - 2023 • 25 years

St. Paul, MN

CRI Securities, LLC

1998 - 2021 • 23 years

St. Paul, MN

Disclosures

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

Business activities & affiliations

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Paul K

CFP®, Series 65

Zimmerman, MN

Longview Financial, Inc.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Donald M

Series 63, Series 65

St. Michael, MN

Investment Research Corporation

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
user avatar

Jesse J

Series 63, Series 65

Big Lake, MN

Johnson Capital Management, LLC

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning General tax planning Cash flow / budgeting
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Tiffany B

Coon Rapids, MN

FFP Wealth Management, LLC

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Nathan B

Series 65

Coon Rapids, MN

FFP Wealth Management, LLC

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Joseph V

Series 65

Coon Rapids, MN

All Terrain Financial Advisors

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 credential and has been with All Terrain Financial Advisors since 2017. Prior to that, he worked at SNS Advisory Group, LLC and SNS Financial Group, LLC. Van Dam is also an active owner of a life and health insurance agency. All Terrain Financial Advisors provides investment management, financial planning, and consultative services to individuals, trusts, foundations, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis, including option-based strategies, to build customized portfolios primarily for high-net-worth clients and sophisticated investors.

Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired
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