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Your SFS Professionals David McNurlen

David McNurlen

Financial Advisor

Chartered Financial Consultant®

Chartered Life Underwriter®

Chartered Advisor in Senior Living®

Retirement Income Certified Professional®

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 20 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® (ChFC®)
  • Chartered Life Underwriter® (CLU®)
  • Chartered Advisor in Senior Living® (CASL®)
  • Retirement Income Certified Professional® (RICP®)
  • 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
  • Your SFS Professionals
  • Pacific Life
  • Pacific Funds
  • American Funds

Your SFS Professionals

  • Sam Hofer
  • Paul Aftanas
  • David McNurlen
  • Hunter Mans
  • Dina Loomis
  • Amy DeKing

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, IN, MI, MN, TX, WI
Sam Hofer: FL, GA, MI, PA, WI
Hunter Mans: MI, WI
David McNurlen: MI, WI

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Stephenson Financial Services; Investment Management, Insurance, Brokerage