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Accredited Investment Fiduciary®

INVESTMENTS
SERVICES & EXPERIENCE

Prime Security Bank offers in-house financial planning and investment services for individuals and company-sponsored retirement plan services for local businesses. This value-added service is offered by Dave Madetzke, AIF®, of Focus Financial.

As an Accredited Investment Fiduciary®, Dave has completed training and examination that showcases his commitment to working towards the best interests of his clients.
 

FOR INDIVIDUALS & FAMILIES: FINANCIAL PLANNING AND INVESTMENT ADVICE
Dave strives to help each client determine the best financial path for their specific situation. He then assists with implementing the strategy and providing ongoing management and monitoring.
 

FOR BUSINESSES: RETIREMENT PLANS, GROUP BENEFITS AND COMPENSATION STRATEGIES
Dave supports your business through his resources by reviewing and consulting on your company sponsored retirement plans (SIMPLE IRA, SEP, 401(k), etc.), group benefits and key person compensation strategies.

 

Dave also provides enrollment support and education to your retirement plan participants. Dave strongly believes that long lasting client relationships are developed through consulting and educating his clients on the ever-changing investment opportunities in the market today.

ABOUT DAVE

Dave is a Minnesota native and a graduate of the University of Utah with a degree in Finance.  With more than 20 years in the finance and banking industry, he’s worked with clients to help oversee all their banking needs; consumer loans, home loans and commercial loans as well as dealer financing.  He has held an insurance license since 2002 and securities licenses since 2007.  Before coming to Focus Financial he was an independent investment advisor representative with Preferred Resource Group and before that a financial advisor with AXA Advisors.  He lives in Bloomington with his wife and their two children.

Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Not FDIC Insured – No Bank Guarantee – May Lose Value.