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David O'Brien, Financial Advisor

FINANCIAL ADVISOR
David O'Brien

CFP®, AAMS™
2810 Crossroads Dr Suite 3300, Madison, WI 53718opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

About David

I help my clients create their ideal financial life: now, into and through retirement. Whether they want to make a career change, send children to college, enjoy a work-optional lifestyle or prepare for life’s unexpected twists and turns, I work closely with my clients to develop a customized strategy to help them achieve their financial goals.

To help serve our clients, I have earned the CFP® certification. We understand the importance of always putting our clients best interest first. We partner with the other professionals in your life, such as CPAs and attorneys, and build local and strong relationships with...

Work History

  • Edward JonesNovember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Purdue University CalumetBachelor of Science

Personal Interests

  • Golfing
  • Hockey
  • Hunting
  • Music
  • Racquetball

Team Members

  • Kayla Negus
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 630-8550

Fax

(888) 826-2909

Office Address

2810 Crossroads Dr Suite 3300
Madison, WI 53718opens in a new window

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