Advisor at Finnestad Financial
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Firm
Finnestad Financial
Location
Minooka, IL
Credentials
Series 63, Series 65
Industry experience
27 years
David Finnestad is the sole advisor at Finnestad Financial in Minooka, Illinois, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Finnestad Financial Services since 1987 and has been self-employed in livestock and agriculture since 1994. Outside of financial advising, he is involved in livestock and agriculture activities. Finnestad Financial is an independent, fee-only investment adviser serving individual investors, trusts, estates, retirement plans, and small businesses. The firm provides discretionary portfolio management and investment advice across a broad range of securities, employing various analytical methods and maintaining direct, single-advisor oversight.
$0 - $199,000: 2.00% $200,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%
Fee-only: Fee-only, no commissions received for sale of securities or products
Minooka, IL
Illinois
Self Employed / Livestock-Agriculture
1994 - Present (32 years)
Finnestad Financial Services
1987 - Present (39 years)
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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