Dave Zumbusch, CFP®

About Me

About My Firm

President of Sportsmen Dream Financial

CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
Securities Series 7 and Uniform Securities Agent Series 63, 1995

Dave is a Registered Representative of Securities America, Inc., an Investment Advisor Representative of Securities America Advisors, Inc. and is a CERTIFIED FINANCIAL PLANNER® Professional. He specializes in Financial Planning, Investment Asset Management, Income and Estate planning. He is an active member of the community, having served on various boards including St. Francis Parish Pastoral Council and the Finance Committee, Buffalo Youth Hockey Association and fund raising chairman for the Buffalo Hockey Rink, and recording secretary for the Knights of Columbus. He is a member of the Buffalo Rotary and Chamber of Commerce. Dave served his country honorably as a Sergeant in the United States Marine Corps. A lifelong resident of Buffalo, Dave and his wife Nancy keep busy with their three son's activities: hockey, baseball, football, drama and aviation. Dave is an avid outdoorsman and enjoys hunting and fishing, and is currently planning a Safari to South Africa in 2012. He is a member of Ducks Unlimited, Safari Club International, NRA, and enjoys Ao Denkou Jitzu Martial Arts. Dave's priorities are God, family and clients. He is committed to helping his clients enjoy all that life has to offer.

1995

Buffalo MN.High School diploma. 1976
U.S. Marine Corps 1976-1982
St. Cloud Vocational School 1983-1984
College of Financial Planning 1999-Present

Buffalo, MN 55313 and surrounding areas - Waconia, Annandale, Maple Lake, Maple Grove, Plymouth, Watertown, Edina, Park Rapids, Wadena, Anoka, Ramsey, Monticello, Rockford, Hanover, St. Louis Park, Minnetonka, St. Bonifacious, Blaine, Norwood-Young America, Chaska, Apple Valley

Financial Planning, Wealth Management and Preservation, Estate Planning, Social Security Retirement Planning, Fee Based Asset Management, Stocks and Bonds, Annuities, Strategic Partnerships w/C.P.A.'s & Attorneys, Business Evaluation, Succession Planning, Charitable Remainder Trusts, Small Business Retirement Plans, Life Insurance, Long Term Care Insurance

Dave Zumbusch is his clients Professional Chief Financial Officer, consulting with them and providing Wealth Management and Preservation, in addition to Income and Estate planning services. We utilize "Income for Life" investment programs, which are designed to enhance the probability of clients achieving their financial income goals for life, while protecting and preserving their principal.

We specialize in working with Sportsmen, women and their families who are pre-retired or retired between the ages of 55-75.

If needed, we have strategic partnerships with other professionals such as accountants and attorneys in assisting you with their expertise in your wealth management.

We pride ourselves in delivering the highest quality service; investment and insurance products for our clients to help them achieve their goals. We always keep the best interest of our clients at the fore front when making recommendations. We believe, if we help people get what they want, and then we'll get what we want.

The high satisfaction that our clients and their children have with us, confirms we're doing whats right for them.