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What SFS Can Do David McNurlen, ChFC®, RICP®, CASL®, CLU®

David McNurlen, ChFC®, RICP®, CASL®, CLU®

Financial Advisor

Email David

715-735-2387

David is a Cambridge representative with more than two decades of financial services industry experience. He carries five professional designations which are awarded to individuals who undergo stringent training and have passed rigorous certification testing.

For the past 25 years, Dave has worked in the financial industry providing consistent and thoughtful planning services to clients throughout the Midwest. Most recently, Dave has branched out his experiences, providing financial education and counseling services to military families throughout Wisconsin.

When he is not working, Dave is usually spending family time cooking, attending sporting events, traveling, or just exploring all the wonders of Wisconsin and Michigan.

Credentials

  • Chartered Financial Consultant®
  • Retirement Income Certified Professional®
  • Chartered Advisor in Senior Living®
  • Chartered Life Underwriter®
  • Series 7 Securities Registration (held with Cambridge)
  • Series 66 Securities Registration (held with Cambridge)
  • Bachelor of Science in Economics from UW- Stevens Point

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If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.

david.mcnurlen@cambridgesecure.com 715-735-2387

Explore

  • What SFS Can Do
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  • NFS Wealthscape Investor
  • Pacific Life
  • Aristotle Funds
  • American Funds

Your SFS Professionals

  • Sam Hofer, CFP®, CLU®
  • Paul Aftanas, CFP®
  • David McNurlen, ChFC®, RICP®, CASL®, CLU®
  • Hunter Mans, CFP®
  • Dina Loomis
  • Mikayla Horn

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Stephenson National Bank & Trust and Stephenson Financial Services are not affiliated with Cambridge. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Paul Aftanas: AZ, FL, ID, IN, MI, MN, OH, WI
Sam Hofer: CA, FL, IN, MI, WI
Hunter Mans: CO, FL, IL, MI, MT, WI
David McNurlen: AZ, MI, NC, OK, WI

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Cambridge's Form CRS (Customer Relationship Summary)

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Stephenson Financial Services; Investment Management, Insurance, Brokerage

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