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What Makes Us Different:
  • Our Extensive Experience: Dave Jungquist has been a wealth management professional since 1991. He has seen the market at its best and worst and has the extensive knowledge of the investment choices available today to both weather a storm and ride a wave – whichever comes our way.
  • Comprehensive Advice: We work closely with clients and their other trusted advisors to ensure all aspects of their financial situations are considered and addressed in developing their plan. We also take great care to explain the steps being recommended in order to implement the plan we create.
  • 98.5% Client Retention Rate: Our client retention rate has exceeded 98.5% for the ten-year period ending 12/31/20131. Clients that come to us, stay with us.
  • Charitable Gifting Guidance: Dave works with many clients on their desire to include charitable giving in their financial and estate plans. He has extensive experience selecting the best method to help you accomplish your charitable gifting in a financially advantageous way.
  • Financial and Estate Planning Services: We use a thorough and in-depth financial and estate planning software that assists us in creating a personalized blueprint of our client’s retirement income and estate transfer needs.
  • Integrity and Volunteerism: Our team believes in giving back to the community through volunteerism. We take pride in supporting organizations important to us and find it gratifying being part of something larger than ourselves.
1Average annual retention rate – January 1, 2004 through December 31, 2013 – based on client households with assets greater than $100,000 under our supervision.


 
 
 
Registered Principal offering securities, insurance, and advisory services through FSC Securities Corporation, member FINRA/SIPC.  Additional insurance services offered through Octagon Wealth Management, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CO,FL, GA, IA, IL, MN, & WI.  No offers may be made or accepted from any resident outside the specific states referenced. 

IMPORTANT CONSUMER INFORMATION - A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Terri Bloom and Molly Stoffel are not registered with FSC Securities.
 


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