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DAVID M. JUNGQUIST, CHFC, CLU, CMFC
Providing stable expertise in an uncertain financial world



Practice Focus
  • Comprehensive Wealth Management 
  • Retirement Income Planning
  • Risk Management 
  • Estate Planning
  • Philanthropic Planning
Education/Certification/Licensing
Industry Organizations
  • Financial Planning Association (FPA)
  • Society of Financial Service Professionals (FSP)
David Jungquist has been a wealth management professional since 1991. A Chartered Financial Consultant (ChFC) and Principal of Octagon Wealth Management, LLC, Dave specializes in providing comprehensive wealth management services, which include asset management, retirement income planning, risk management, estate preservation and the various aspects of business planning. He also has extensive experience in philanthropic planning, an area that is of personal interest to him and his family.    

Octagon Wealth Management, LLC, is part of an alliance of financial professionals known as Octagon Financial Group, Inc. Founded in 1988, the partners of Octagon Financial Group, Inc. have, collectively, over ninety years of financial services and investment management experience. This alliance offers a wide range of financial advisory services that are resources for Dave.

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. Adherence to this unique process is one of the reasons that Dave’s client retention rate has exceeded 98.3% for the ten-year period ending 12/31/2014.1
 
Dave is a member of the Financial Planning Association (FPA), the One Percent Club and the Society of Financial Service Professionals (FSP).  As past board member of the FSP, he chaired the chapter’s financial education and pro bono efforts to strengthen relationships with the Minnesota chapter of the Multiple Sclerosis Society (MSS) by providing financial counseling to MSS members at no charge.
 
Prior to joining Octagon Financial Group, Inc. as a partner in 2001, Dave was a financial advisor with CIGNA Financial Advisors (which was later acquired by Lincoln Financial Advisors).  Prior to that, he spent four years working for CIGNA Retirement Services in Chicago, designing and implementing 401(k) and other retirement plans.

Dave and his wife Kathy, a mortgage professional, have two daughters. 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.  He also created and chaired the second largest annual fundraiser for his children’s school.

1
Average annual retention rate – January 1, 2004 through December 31, 2014 – 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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