David Shogren

financial professional

David graduated from Moorhead State University with a Bachelor of Science degree in Business with emphasis on finance and marketing. He currently has his series 6 and 63 registrations.

David’s practice has evolved over the past decade to focus on the protection components as well as working to help make sure the financial strategy for retirement is well balanced and designed to weather any potential market fluctuations, tax changes and other concerns that may be on the horizon. After going through a major health crisis in his early forties, he saw firsthand the importance of having a solid strategy in place. Like most people, he thought something like that would never happen to him or his family.

When helping his clients put a strategy in place for their families or their business, he works together to be prepared for the potential pitfalls that may come up. Unforeseen situations that arise can negatively impact or create challenges that can make it more difficult to achieve your stated goals and dreams. By focusing on a balanced financial strategy and a solid foundation of protection, he works with his clients to help them have a future that provides them control and assurance they are prepared for what may come their way. 

Outside of work David enjoys spending time with his wife Melissa and his two children, Jack and Mallory, and staying active. He spends as much time as possible fishing with his dog Calvin, as they are both passionate fishermen!


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