Dave Milbrath, CFP®
David 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