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David Purdy

The Eddie Van Halen of wealth advisors. Our goal is to provide a broad spectrum of highly qualified financial services and strategies to our individual and corporate clients
Forest Lake, Minnesota, United States
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David Purdy

The Eddie Van Halen of wealth advisors. Our goal is to provide a broad spectrum of highly qualified financial services and strategies to our individual and corporate clients
Forest Lake, Minnesota, United States
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David Purdy is the Founder and CEO of Wealth Management Midwest, Inc. with over three decades of experience as a senior investment executive and branch manager at a major regional brokerage firm in the Midwest. He established Wealth Management Midwest in 2000, with the vision of providing clients with top-notch objective financial services, advice, and excellent customer support. David's commitment to his clients helped his company become the recipients of the coveted "5-Star Wealth Manager" award, representing the top 7% of the wealth managers in the Twin Cities area. David's proficiency in Wealth Planning, Tax Planning, Estate Planning, and Education Planning ensures that clients receive the best investment advice and life goals support. David's educational background includes a Liberal Arts BA from the University of Minnesota-Duluth, where he also studied at Unity High School in Balsam Lake, WI.

This public profile is provided courtesy of Clay. All information found here is in the public domain.