Vice President & LPL Financial Planner, CPFA®
Dave Frook is the Vice President of Bruning Wealth Management and an LPL Financial Planner. Dave works with high-net-worth clients from many walks of life – agricultural producers, small business owners, executive managers, community foundations, and the “millionaires next door” that have been excellent stewards of their finances and amassed wealth over many years. They are down-to-earth, hard-working, likeable people with values. Dave is fond of saying we provide the best of both worlds, by providing our clients access to the global resources of LPL Financial – the largest independent broker dealer in the United States (as reported by financial planning magazine 1996-2022 based on total revenue – while at the same time being a valuedn small-town-values, client-centered, advisor.
Dave’s experience is in retirement income planning, estate planning, and group retirement benefits. There’s a huge difference between saving for retirement and the complexities of managing a portfolio for income withdrawals to last a lifetime, leave a legacy, mitigate taxes, navigate market volatility, and outpace inflation.
Dave obtained a Secret Security Clearance while working administration of the U.S. Army Criminal Investigation Division, Bamberg, Germany. He earned his Bachelor Science degree from Michigan State University and attended Financial Planning classes through Boston University. Dave is a Certified Plan Fiduciary Advisor (CPFA®).
When Dave isn’t working, he enjoys spending time with his wife, Jolene, of 27 years, and their four daughters ages 13 – 24. He also likes hiking, running, gardening, golfing (sort of), reading, watching movies and pheasant hunting. Dave is involved with his church in children and youth ministry and is an active member of the Geneva Rotary Club (Nebraska).