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portrait of David Halvorson
FINANCIAL ADVISOR

David Halvorson

CFP®
6737 Whitneyville Ave SE, Ste A, Alto, MI 49302opens in a new window
Accepting New Clients
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About David

Thank you for taking the time to visit my page. My name is David Halvorson, financial advisor and proud Michigan State University graduate. My background is in capital and debt markets, portfolio management, planning strategies, venture activities and relationship management. I hold a degree in finance from Broad College of Business with a minor in entrepreneurship.

Today, I run my financial advising practice with a team at Edward Jones. Our team's commitment is to provide an inclusive experience, an understanding of finances, educational events and a personalized wealth strategies approach. We work with a select number of families, businesses and individuals...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Michigan State UnivBachelor of Arts

Team Members

  • Melanie Govan
    Branch Office Administrator
  • Margaret Darling
    Branch Office Administrator
  • Lindsay Alsante
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(616) 729-0004

Fax

(877) 284-1861

Office Address

6737 Whitneyville Ave SE
Ste A
Alto, MI 49302opens in a new window

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