meet

david

CFP®

personal financial wellness consultant

eden prairie, mn

bio

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.

dream job

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.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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