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  • Home
  • Who We Are
    • Springfield Staff
      • Dave Milbrath, CFP®
      • John Mueller
      • Tim Kuisle
      • Jordan Milbrath
      • Molly Meendering
      • Jo Reiner
      • Diane Kretsch
      • Sara Bast
    • Spencer Staff
      • Cole Milbrath
      • Alex Johnson, CFP® AIF®
      • Leonard Langner
      • Rhonda Maassen
    • About Us
      • Our Firm
      • Office Locations
  • Products & Services
    • Financial Services
      • Comprehensive Financial Planning
      • Retirement Planning
      • Estate Planning
      • Business & Farm Succession Planning
      • Individual Retirement Accounts (IRAs)
      • Employer Sponsored Plans
      • Portfolio Management
      • Wealth Accumulation & Preservation
    • Investment Services
      • Mutual Funds
      • Variable Annuities
      • Fixed Annuities
      • Stocks
      • Bonds
    • Insurance Services
      • Life Insurance
      • Long-Term Care Insurance
  • For Clients
  • Get a Quote
  • Resources
    • Market Watch
    • Financial Charts
  • Locations
  • Contact

David Milbrath, CFP®

David MilbrathDavid is a native of Okabena, MN with a degree in commercial economics from South Dakota State University in Brookings. In March 1991 he obtained a Series 7* registration. He later expanded his career by becoming a CERTIFIED FINANCIAL PLANNER™ professional and investment consultant. Today David owns and operates his firm, Prairie Plans Asset Management, headquartered in Springfield, MN.

Trust and experience go a long way when you’re dealing with people’s hard earned money. We treat our clients like family members. When we sit down, we make sure to understand what’s important to them.

David and his wife, Lori, have six children and reside on a farm outside of Springfield.

*Licenses and registrations are held through LPL Financial

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Contact Information

  • (507) 723-4811

  • (800) 772-8809

  • (507) 723-5950

  • 101 N. Marshall Ave.
    PO Box 205
    Springfield, MN 56087
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Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, MN, SD, WI.

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