LPL Registered Principal – firstname.lastname@example.org
David Workman, AIF®, LPL Registered Principal, is an experienced investment professional and has worked out of his Logansport office since 1988. A unique aspect of Workman & Associates is its local ownership. Dave has long-standing relationships with some of the world’s premier money managers giving him critical insight to help you make your financial decisions. In developing a personalized portfolio recommendation for you, he takes into account your income flow, cash analysis, debt, long-term investments, insurance, and retirement accounts. Once a portfolio is established and agreed upon, it is coupled with a contact management system to allow monitoring of your accounts on a scheduled basis. Dave’s office handles retirement accounts (i.e. 401(k), 403(b), 457, 401(a), SEP, and SIMPLE’s) ranging from plans just starting up to plans in excess of $25,000,000.
Dave is an Accredited Investment Fiduciary (AIF®), which allows him to do fee-based planning for retirement plans and act as a co-fiduciary. In addition, Dave emphasizes employee education and will bring the resources available which strives to help employees become smarter investors. Dave’s office has 4 full-time associates to service and assist his clients.
Dave has been nationally recognized in such publications as:
Dave has also received recognition by investment companies such as:
•American Funds Advisory Council 2006, 2007, 2008, 2011, 2014, 2015, & 2016 (Advisory Council acceptance is based on assets under management)
•Lincoln Circle of Excellence, 2013, 2014, 2015, & 2016, (Circle of Excellence acceptance is based on production)
•College Choice Advisor 529 College Savings Plan 2015 Award of Excellence (award based on production)
Dave has been consistently recognized by LPL Financial as one of their top-producing brokers (Chairman’s Council, 2007, 2008, 2009, 2011, 2012, 2013, 2014, 2015 & 2016) out of nearly 14,000 worldwide based on annual production. His office oversees over 2,000 brokerage and advisory clients with the accounts totaling over $360,000,000 (including retirement plans advisory and brokerage assets) as of June 15, 2016. Dave graduated from Knox College with a B.A. and from South Dakota State University with an M.S. and an M.Ed. Dave is married to Beth. They have three adult children and live in Cass County.
Check the background of this investment professional on FINRA’s BrokerCheck.