Dave Purdy founded Wealth Management Midwest (WMM) to provide clients with objective financial services and guidance along with a superior commitment to prompt, courteous, comprehensive customer support. Dave was raised on a 520-acre cattle farm near Luck, Wisconsin where he and his two brothers learned early on a commitment to hard work and long hours. In his career in the financial services industry, he consistently applies that work ethic.
- Graduated from the University of Minnesota-Duluth.
- Founded Wealth Management Midwest in 1988.
- Honored amongst the best advisors in the area.
- Recipient of the Carson Group Coaching 2018 Practice of the Year* award.
- Recipient of the Five Star Wealth Manager** award in 2012, 2013, 2014, 2015, 2016, 2017 and 2018.
- Honored member of the International Who’s Who of Entrepreneurs.
- 30 years of investment experience and integrity.
Through Dave’s consistent effort, he aims to earn a reputation for outstanding service, has built a solid national client base and has expanded his business through referrals from clients and other professionals.
Outside the office, Dave is known for his active interest in the community. His involvements include:
- Former board member at Lakes Center for Youth and Families
- Past Chairman of the Board of Fairview Lakes Health Services
- Past President of the Forest Lake Rotary Club
- Former board member of the Forest Lake Area Chamber of Commerce
- Volunteer for Best Prep, a statewide non-profit organization, as a speaker at local area high school.
Dave also enjoys collecting and playing new and vintage guitars, riding his Harley Davidson, and “Barn Hunt” dog showing. Dave and his wife, Lori, live in Forest Lake, MN with their miniature Manchester terrier, Gnatt and their Cocker Spaniel, Gibson. Dave and his wife also find time to take to the road in their RV, enjoying the great outdoors.
Dave is registered to sell securities in the following states: AL, AZ, CA, CO, FL, HI, IA, IL, MI, MN, NV, OR, TN, TX, UT, WA and WI.
Exams passed and registrations held with LPL Financial: Series 4-Registered Options Principal, Series 7-General Securities Representative, Series 24 General Securities Principal, Series 51 Municipal Fund Securities Limited Principal, Series 63 Uniform Securities Agent State Law Exam, Series 65 Uniform Investment Advisor Exam, and a Wealth Management Certification***. He also holds a MN, WI, and IL Life and Health insurance license.
*Carson Group Coaching’s Practice of the Year nominees were selected by their coaches according to criteria such as: implementation of the Carson Group Coaching program, achievement of personal & professional goals, and practice success. These traits were still considered in the nomination process this year along with a couple of additional criteria. When nominating members, the coaches also considered: 1. Would I trust my family’s investments with this advisor? 2. Would I work for this advisor?
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 Five Star Wealth Managers.
***The Wealth Management Course from FT Knowledge. FT Knowledge, part of Pearson, is one of the world’s leading business education companies. FT Knowledge partners with leading companies to deliver learning that equips people to implement company strategy, solve business problems, and perform better, with emphasis on quantifiable business benefits. The business focuses on two areas: soft skills or business skills learning through the Forum Corporation and financial learning through FT Knowledge Financial Learning.
If you want to setup a 30-minute meeting with Dave, please click the link below.