LPL Financial
45yrs
Top advisor by experience in Maple Grove
34yrs
Based in Maple Grove, Minnesota, David White is a fiduciary financial advisor with 34 years of industry experience. David has been with DLW Financial Management since 2016; before that, David spent three years at LPL Financial. DLW Financial Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 148 advisors with offices in Maple Grove, and one of 114 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Minnesota
OfficeMaple Grove, MN
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$291,930
States licensed ?1 state
Services through DLW Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowDLW Financial Management, LLCCurrent firm
- 2007 – 2010LPL Financial LLCPreviously
Contact David
(612) 839-2496DLW Financial Management main office Maple Grove, MNOffice · Get directions LinkedIn pageDLW Financial ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call DLW Financial Management at (612) 839-2496 and ask for David White. David works from the Maple Grove, MN office.
How long has David been a financial advisor?
David has been in the industry since 1992, about 34 years. Top 9% by experience in Minnesota.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
DLW Financial Management reports being paid by a percentage of the assets they manage, hourly fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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