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Our Team
You will always receive personal attention from us.  The team believes the most important aspect of a client relationship is the people themselves and no two individuals are alike in the service they require.

David M. Jungquist David M. Jungquist , ChFC, CLU, CMFC

Dave specializes in providing comprehensive wealth management, retirement income planning, risk management, and estate planning for business owners, executives, and other professionals, as well as affluent retirees. He also has extensive experience in philanthropic planning, an area that is of personal interest to him and his family. In his work with clients, Dave focuses on helping them envision their future and accumulate, preserve and transfer their wealth. He provides the necessary guidance and advice to help them achieve their goals. Philosophically, he believes in comprehensive wealth management, and works closely with his clients and their trusted advisors to ensure that all aspects of their financial situations are considered and addressed. Dave works closely with clients, explaining the steps necessary to implement their strategic plans.  

Dave has been a financial advisor for over 20 years.  He has many years of experience navigating the through various economic environment always guiding his clients.  Prior to that, he spent four years working for CIGNA Retirement Services in Chicago, designing and implementing 401(k) and other retirement plans.  Dave is a Chartered Financial Consultant (ChFC), a member of the Financial Planning Association (FPA), the One Percent Club and the Society of Financial Service Professionals (FSP).  

Dave and his wife Kathy have two daughters and in his leisure time, Dave enjoys travel, golf and reading – but he always makes time for his volunteer activities. Most recently, he has served on the Parrish Council of his Church as well as the Advisory Board of his children’s school.

Full Bio

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation.

Terri M. Bloom Terri M. Bloom
Director of Client Services
952-885-2729 direct

Terri has been with Dave Jungquist and his practice since January 2001. As Director of Client Services and Compliance Officer, Terri is responsible for handling all client service matters, operations, administration, compliance, and insurance.

She started her career in banking and financial services at Pullman Bank in Chicago in 1993 as an Assistant Vice President and Trust Compliance Officer. She relocated with her husband from the Chicagoland area to Minnesota and joined Dave’s office. Terri has a diversified background in investments, trusts, estates, compliance, management, supervision and insurance.
Terri and her husband Gary live in Eden Prairie.  They have three grown daughters and four grandchildren.
Molly M. Stoffel Molly M. Stoffel
Associate Wealth Plan Specialist
952-885-2724 direct

Molly began her career in the investment industry in 1996 as a financial advisor for RBC Dain.  She worked on an advisor team to service retail clients helping individuals create and monitor their personal financial plans.  She then took a break from financial services to stay home and raise her four children. 

She is now back in the industry working with Dave, focusing on creating and updating client investment plans.  Molly assists Dave by servicing clients, as needed.

Molly grew up in Bloomington, MN and graduated from the Carlson School of Management at the University of MN. Molly lives with her husband and children in Eden Prairie, MN, where she enjoys attending her children’s activities, traveling, reading, and volunteering at her children’s school and at the local non-profit thrift store.

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.

Check the background of this financial professional on FINRA's BrokerCheck.