Dave Lindberg

Dave Lindberg Email and Phone Number

Private Wealth Manager @ Four Oak Financial
Oak Brook, IL, US
Dave Lindberg's Location
Oak Brook, Illinois, United States, United States
Dave Lindberg's Contact Details

Dave Lindberg work email

Dave Lindberg personal email

About Dave Lindberg

Dave Lindberg is a Wealth Management Advisor with Four Oak Financial as part of the NM Wealth Management Company. The mission of Four Oak is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Dave, along with the rest of the team at Four Oak Financial, helps clients create a comprehensive financial plan based on what they care most about so that they can live their best lives. He will listen, clarify, and help prioritize clients' goals before developing a strategy designed to help them achieve their vision of the future.Website: https://fouroak.nm.com

Dave Lindberg's Current Company Details
Four Oak Financial

Four Oak Financial

View
Private Wealth Manager
Oak Brook, IL, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Dave Lindberg Work Experience Details
  • Four Oak Financial
    Private Wealth Manager
    Four Oak Financial
    Oak Brook, Il, Us
    View
  • Four Oak Financial
    Wealth Management Advisor
    Four Oak Financial Jun 2024 - Present
    Four Oak Financial understands complex financial issues, and how they can affect life goals. Dave works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. An important part of that process is to identify what financial security means to them, and then focus on specific solutions that can help make those goals a reality.
    View
  • Lindberg Financial Group
    Director Of Financial Planning | Wealth Management Advisor
    Lindberg Financial Group Jun 2023 - May 2024
    View
  • Spahn Financial
    Financial Advisor
    Spahn Financial Mar 2018 - Jun 2023
    Lombard, Illinois, Us
    View
  • First Trust Portfolios L.P.
    Wholesaler Of Investment Products
    First Trust Portfolios L.P. Oct 2010 - Mar 2018
    Wheaton, Illinois, Us
    View
  • Wrigley
    Customer Account Manager
    Wrigley Aug 2009 - Aug 2010
    Chicago, Illinois, Us
    View
  • College Pro
    Franchisee
    College Pro Nov 2007 - Oct 2009
    Toronto, Ontario, Ca
    View

Dave Lindberg Education Details

  • Wheaton College
    Wheaton College
    Business/Economics

Frequently Asked Questions about Dave Lindberg

What company does Dave Lindberg work for?

Dave Lindberg works for Four Oak Financial

What is Dave Lindberg's role at the current company?

Dave Lindberg's current role is Private Wealth Manager.

What is Dave Lindberg's email address?

Dave Lindberg's email address is da****@****ual.com

What is Dave Lindberg's direct phone number?

Dave Lindberg's direct phone number is +163085*****

What schools did Dave Lindberg attend?

Dave Lindberg attended Wheaton College.

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