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David Peel, CFP

As a lifelong resident of Montana, Dave grew up here in the Helena valley. He started his career with IDS as a Financial Advisor and spent several years as a District Manager.

After obtaining his Certified Financial Planner™ credentials from the College for Financial Planning in Denver in 1993, Dave ventured out as an independent Financial Advisor. His experience in the financial services arena spans over thirty years.

In that time, he has guided many hundreds of clients through the financial planning process to create retirement plans, accumulate wealth for education costs and assist clients in navigating the sometimes turbulent investment markets. 

Dave holds the following FINRA registrations: S1, S24, S63, S65, and S7.

He holds securities licenses in the states of Alaska, Arizona, California, Colorado, Idaho, Florida, Montana, Nevada, Oregon, Texas, Virginia, Washington, and Wyoming, and is registered as an Investment Advisor in Montana and Virginia.

Dave is also licensed with the state of Montana for life and health products so that he can assist client with life, health, and long-term care insurance needs.

In his leisure time Dave enjoys golf, playing the harmonica and guitar, and woodworking.