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David W

CFP®, Series 63

Chaska, MN

LPL Financial

David White is a CFP® professional affiliated with LPL Financial and has 25 years of industry experience. He has been with LPL Financial since 2000 and concurrently holds a role at Old National Bank. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emma N

Series 66

Chaska, MN

LPL Financial

Emma Nelson is a financial advisor at LPL Financial based in Chaska, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Old National Bank and various positions outside finance such as at Youth Marketing Company and Evereve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting a broad array of investment strategies with significant operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christian N

Series 63

Chaska, MN

LPL Financial

Christian Nelson is a financial advisor with LPL Financial in Chaska, MN, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 1999 and has concurrently maintained a role at Old National Bank since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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