David Nilsen Email and Phone Number
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David Nilsen personal email
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I Listen to my clients then develop, Implement and monitor a financial plan custom tailored to their unique life/financial goals and risk tolerance; recommend investment strategies without proprietary product pressures; and provide comprehensive advice and personalized service.David Nilsen is a registered representative with, and securities and advisory services offeredthrough LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC; For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above . www.finra.org www.sipc.com Third party posts found on this profile d not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.obispowealthmanagement.com or-- The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residentsof the following states: AZ, CA, ID, MO, MT, NM, NV, TN, TX and WA.Specialties: Investments, Retirement, Insurance & Financial Planning
Obispo Wealth Management
View- Website:
- obispowealthmanagement.com
- Employees:
- 3
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Founder And Wealth ConsultantObispo Wealth ManagementSan Luis Obispo, Ca, Us
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Founder & Wealth ConsultantObispo Wealth Management Mar 2009 - PresentSan Luis Obispo, California, UsThrough our affiliation with LPL Financial, we provide independent and objective advice and guidance, to help our clients with: °Investment Management °Retirement and College Planning °Insurance & Estate Planning °Financial Planning Services
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RotarianRotary Slo Daybreak 2002 - Present
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Board MemberSouth County Advisory Council (Scac); San Luis Obispo County May 2015 - Jun 2017The SCAC is a diverse and representative group of volunteers working to share information about important issues affecting Nipomo, California. The SCAC meets at 6:30 pm on the 4th Monday of each month in the Nipomo Community Services District building at 148 S Wilson in Nipomo. The minutes and agendas of our meetings are on this website
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Board President & MemberNipomo Chamber Of Commerce 2009 - 2017Nipomo, Ca, UsThe mission of the Nipomo Chamber of Commerce is to promote the civic, economic, agricultural, educational and social welfare of Nipomo and the State of California -
ParticipantPivotal Synergy - Business Leaders Group Jan 2014 - Nov 2016The mission of the Pivotal Synergy business development group is to provide a mutually supportive and positive professional environment, in which every member has the opportunity to develop affiliations through effectual networking, which in turn fosters strong business relationships for honest profit
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OwnerNipa Cellars Jul 2008 - Jul 2012
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Senior Financial AdvisorMerrill Lynch Nov 2005 - Apr 2009New York, Ny, Us -
Vice President/Asst. Branch ManagerMorgan Stanley Dean Witter Jul 1994 - Nov 2005New York, Ny, Us
David Nilsen Skills
David Nilsen Education Details
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California Polytechnic State University-San Luis ObispoAg. Marketing And Finance
Frequently Asked Questions about David Nilsen
What company does David Nilsen work for?
David Nilsen works for Obispo Wealth Management
What is David Nilsen's role at the current company?
David Nilsen's current role is Founder and Wealth Consultant.
What is David Nilsen's email address?
David Nilsen's email address is dave_nilsen@ml.com
What is David Nilsen's direct phone number?
David Nilsen's direct phone number is +180570*****
What schools did David Nilsen attend?
David Nilsen attended California Polytechnic State University-San Luis Obispo.
What are some of David Nilsen's interests?
David Nilsen has interest in 1 Kjug, Farm, Shopping District, David Nilsen, New Life Bath And Kitchen, Rand Paul, Tourist Information Center, Bbq, Inc, Garth Brooks.
What skills is David Nilsen known for?
David Nilsen has skills like Investments, Retirement Planning, Insurance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial Planning, Financial Risk, Financial Markets, Financial Advisory, Financial Structuring, Investment Advisory.
Who are David Nilsen's colleagues?
David Nilsen's colleagues are Christina C..
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