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David Arthur Rensvold

Advisor at LPL Financial — Polson, MT

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Polson, MT 59860

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Rensvold is a financial advisor with LPL Financial based in Polson, MT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2016 and at First Interstate Bank since 2011 as an investment specialist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and operational resources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Polson, MT

49573 Us Hwy 93

Polson MT 59860

Advisors at this office

1

Most active in

Montana · Texas

Work history

32 years of industry experience

LPL Financial

2016 - Present • 10 years

Polson, MT

First Interstate Bank

2011 - Present • 15 years

Polson, MT

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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Kenneth R

Series 66

Rollins, MT

Eagle Spirit Investments Consulting, Inc.

Kenneth Robbins is a financial advisor with Eagle Spirit Investments Consulting, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Spirit Investments Consulting since 2011. Robbins is a minority shareholder of Robbins, Inc., a family corporation that previously managed a small business. Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to individual and organizational clients, including institutional and nonprofit entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement tailored long- and short-term trading strategies, managing client assets directly with a focus on a limited set of instruments and client relationships.

Passive / index investing
user avatar

Dean M

Series 65

Polson, MT

Prospera Financial Services, inc.

Dean Morris is a financial advisor with Prospera Financial Services, Inc. He holds a Series 65 credential and has seven years of industry experience. Prior to joining Prospera in 2021, he worked at Dorsey & Company Inc for 21 years. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to a variety of advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Laura M

Series 66

Polson, MT

Edward Jones

Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and having 2 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is involved in creating and selling artwork and crafts, with plans to display her work in a local gallery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David M

Series 63, Series 65

Polson, MT

Cambridge Investment Research Advisors

David Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT, and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Adam H

Series 66

Polson, MT

Edward Jones

Adam Heggelund is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following prior roles at MacDon Inc. and a brief period outside of the workforce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Wesley R

Series 66

Polson, MT

Edward Jones

Wesley Rigler is a financial advisor at Edward Jones in Polson, MT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Centurion Management and AT&T/DirecTV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
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