We are a Minneapolis-based, top financial planning firm focused on business and personal financial planning. At M&E Catalyst Group, we take great care to align all areas of your financial plan.
Our clients trust us because we can facilitate and advise on the entirety of their estate and wealth planning. We know our clients want to ensure as much comfort with their overall plan as possible whatever financial security means to you!
|Firm Start Year:||2020|
|Name of Broker/Dealer:||MML Investors Services, LLC|
|States Licensed in:||MN|
|Number of Years with Current Firm:||2|
|I can meet clients in the following ways:||Video Conference, Via email, Via phone, At my office|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100K+|
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 100 South Fifth Street, Suite 2300, Minneapolis, MN, 55402. Phone: 612.333.1413 M&E Catalyst Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202112-257579
David graduated from the University of Minnesota in 2009 with a BS in Finance and obtained his MBA from St. Thomas in 2014. He began his career in the financial services industry in the fall of 2009, and after working with multiple brokerage firms in the Minneapolis area, David joined the team at M&E in early 2019 as a Financial Planner.
When he is out of the office, you will find him spending time with his family and friends, golfing, or traveling. David, his wife Lauren, their son William, and their daughter Charlotte, live in South Minneapolis and enjoy the warm weather months around Lake Harriet.