Dave Kohlhaas

Financial Advisor

Dave derives great satisfaction from making a positive difference in his clients’ futures and helping them make thoughtful decisions regarding the management of their wealth.

He brings extensive experience as a financial services professional to this task. Prior to joining our group in 2004, he spent 12 years as a finance director for a national retail company.

Dave holds Series 7, 66, life, health and variable annuities licenses and earned a bachelor’s degree in accounting from the University of Minnesota.

Q & A with Dave

What professional experience helps you to be a better wealth advisor?
My position as finance director for a national retail company required critical thinking skills and business knowledge to fuel the company’s growth across corporate and store levels. An educational background relevant to understanding the financial workings of individual companies, the broader market, and the overall economy gives me an advantage in today’s marketplace.

How does your approach differ from others in the financial industry?
We are fortunate to deal with a broad spectrum of wealthy families, giving us exposure to a wide range of wealth management issues and opportunities. As a result, we have broader experience than most of our competitors. Our educational backgrounds are diverse and relevant to what we are doing, and we follow through on our commitments.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299