David Anfinson
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
223 Main St
Melrose, MN 56352
Most active in
David A has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Anfinson Thompson Financial Services
2024 - Present (2 years)
Cetera
2023 - Present (3 years)
Cetera Wealth Services, LLC
2021 - Present (5 years)
VOYA Financial Advisors
2014 - 2021 (7 years)
Anfinson Thompson & Co.
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jacquelyn A
Series 66
Sauk Centre, MN
Ameriprise
Richard J
Series 63, Series 65
Sauk Centre, MN
Cetera
Robert D
Series 63
Albany, MN
OSAIC
Stephanie M
Series 66
Melrose, MN
LPL Financial
Tricia K
Series 63, Series 66
Sauk Centre, MN
LPL Financial
John D
ChFC®, Series 63, Series 65
Melrose, MN
Cetera
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