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David W

CFP®, Series 63

Chaska, MN

LPL Financial

David White is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2000. He also maintains a longstanding role at Old National Bank, where he has worked since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Emma N

Series 66

Chaska, MN

LPL Financial

Emma Nelson is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. She has worked at LPL Financial and Old National Bank since 2022. Outside of her advisory role, she has experience in client-facing and marketing positions at various organizations, including Youth Marketing Company and Evereve. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Christian N

Series 63

Chaska, MN

LPL Financial

Christian Nelson is a financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 1999 and has also been affiliated with Old National Bank since 1996. Nelson holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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