Dave Perrot

Financial Advisor

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.


  • 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


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