Skip to main content

Our financial advice team


David Falconer

David Falconer

Financial Advisor

Dagel, Jakober & Associates
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

  • Some of my most cherished quality time with my wife and 3 children are with vacations, downtime on an occasional slow weekend and family game night.
  • Our family is like most families in that we are very active with sports and school activities. I enjoy coaching my children and following them in their sport activities.
  • Our family is a family dedicated to cheering for blue....Duke Blue Devils, Dallas Cowboys and SDSU-Jacks!
  • When I have free time, I can be found fishing, hunting and grilling/smoking a variety of meats.

Qualifications

  • Series 7TO - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Education

  • B.S., Psychology - South Dakota State University, 1994
  • Masters of Science and Occupational Therapy - University of South Dakota, 1998
Newsletter

to receive my newsletters and other financial and market information