Dave Perrot

Financial Advisor
515-771-7371

Leveraging over 14 years of experience in the financial services, Dave comes alongside his clients to help them build wealth and protect the people they love the most. “As a young man, I saw firsthand the incredible impact that professional financial advice could have on a family.”

With a passion for serving others, Dave takes a proactive approach to find ways to enhance a client’s financial situation. “My goal is to help each client get from where they are to where they need to be.”

Dave resides in Polk City with his wife, Amy, and their 4 children, Lily, Sophia, Luke and Ryan. Outside of the office, he enjoys basketball, soccer, grilling and exploring the outdoors with his family.

Credentials

FINRA Series 7 &; 66
Life &; Health Insurance Licenses
Registered Representative, Securian Financial Services
Investment Advisor Representative, Securian Financial Services
Bachelor of Science, English Education; Faith Baptist Bible College

 

Associations

  • United Way, volunteer
  • YESS Shelter, volunteer
  • Youth Soccer Coach
  • Deacon Board at Ankeny Baptist Church, Officer