Dave LaGrange started his financial career in the insurance business in 1996 and became a registered representative in 2000. He then went on to attain his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Dave is also licensed in property, casualty, life, and health insurance.
In 2002, he began working with Dennis Reed of Winterset at the Investment Center of Union State Bank. Dave provides a host of professional services, any of which he would be happy to provide a free consultation at any time.
Investment Planning for Retirement and Other Financial Goals
Asset Protection Planning
Employee Benefits Planning
Tara McDonald started with Bridges Financial in July of 2010 and became a registered representative receiving her Series 7 license in May of 2011. Tara received her Series 63 license and life/health license in July of 2011 followed by her property and casualty licenses in June 2016. Most recently, Tara earned her CERTIFIED FINANCIAL PLANNER™ certification.
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC.
Investment Advisory Services offered through Moloney Securities Asset Management, LLC,
Registered Investment Adviser.
Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Bridges Financial, Inc.
Clearing Firm: RBC Correspondent Services and Investor Connect
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Mutual Fund Companies