David R Mohr

CRPS, Vice President, Financial Advisor

Contact Me
David R Mohr

MY MISSION STATEMENT

Whatever your goals in life, I believe in a strategic wealth management process to help get you there

My Story and Services

Welcome

When you think about the future, what do you see? Will you sell the family home and move somewhere warmer in retirement? Do you want to travel, devote time to your favorite charities and hobbies, or simply spend more quality time with your family?

However you imagine your future, I believe in forming personal relationships with my clients to help determine a financial strategy aimed at your unique aspirations.
You are the foundation of my practice. My primary goal is to make a powerful difference in your life and to support you in making your personal, business and family dreams tangible realities. I put my clients’ interests first, act with integrity and honesty, and strive for excellence in every facet of my practice. I want my clients to feel confident; they will hear from me in both good and not-so good times.

Success is not measured by performance statistics but rather by my clients’ success in achieving their goals.

"It takes as much energy to wish as it does to plan." –Eleanor Roosevelt

My investment philosophy is to provide you with a total financial strategy. In addition to helping you chart your destination, I help assure that the method of getting there satisfies your needs. To help accomplish this goal, I use a five-step consulting process that acquaints us with your current financial status and long term goals and objectives and involves you in the process of developing a customized investment strategy to reach those goals.

Securities Agent: AZ, CA, CO, CT, FL, IA, IL, MI, MN, NC, ND, NV, NY, PA, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270156


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Wealth Management
  • 529 Plans
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Qualified Plans
  • Retirement Planning
  • Sustainable Investing
  • Structured Settlement Annuities

Location

Location

  • 225 South 6th St Ste 5100
  • Minneapolis, MN 55402


    Education

    Education

    • BS - Finance, 1984, The Penn State University, University Park, PA
    • Post Baccalaureate Certificate - Visualization, 2001, Minneapolis College of Art and Design, Minneapolis, MN
    • Series 7 - General Securities Representative, 2002
    • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2002
    • Series 31 - Managed Futures and Commodities
    • Certified Employee Benefit Specialist, 1996, International Foundation of Employment Benefit Plans, Brookfield, WI
    • Chartered Retirement Plans Specialist, 2009, College for Financial Planning

    Experience

    Experience

    2006 - Present: Morgan Stanley

    Financial Advisor
    Minneapolis, MN

    2002 - 2006: RBC Dain Rauscher

    Financial Consultant
    Edina, MN

    1991 - 2000: Marsh & McLennan

    Vice President
    San Francisco, CA

    Associations

    Associations

    • Minneapolis College of Art and Design, Trustee 2007 to 2009, Alumni Association President 2007 to 2009
    • Reuben Lindh Family Services, Development Committee, Minneapolis, MN
    • Twin Cities United Way, Arise Project Steering Committee

    Awards

    Awards

    • Five Star Wealth Manager 2010-2013

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact David R Mohr today.

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