David Busselman is a Personal Financial Management Consultant who joined intellicents in August 2016. David brings over 12 years of industry experience primarily focused on wealth management and retirement planning for individual clients. Through his experience, he has become a firm believer that having a well-executed financial plan is the single greatest predictor of long-term financial success. David’s experience in the financial services industry includes roles at Thrivent Financial, Fidelity Investments, and Charles Schwab.
education & certifications
David earned an economics degree from St. Olaf College, and has previously passed securities exams and insurance licenses.
Certified Financial Planner® (CFP)
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law
Life and Accident/Health Insurance
my idea of
living the dream
My dream is living life with little restrictions on what I chose to do with my time.
this is my
My dream job is anything that allows me to connect with people and make a difference in their lives.
this is how i
make it real
I make life real in my downtime by spending as much of it as I can with friends and family.