Broker Check
Dave Perrott, CFP® CKA®

Dave Perrott, CFP® CKA®

Financial Advisor

Leveraging over 14 years of experience in the financial services industry, Dave comes alongside his clients to help them build wealth and protect the people they love the most. “As a young man, I saw firsthand the incredible impact that professional financial advice could have on a family.”

With a passion for serving others, Dave takes a proactive approach to find ways to help enhance a client’s financial situation. “My goal is to help each client get from where they are to where they need to be.”

Dave resides in Polk City with his wife, Amy, and their 4 children, Lily, Sophia, Luke and Ryan. Outside of the office, he enjoys basketball, soccer, grilling and exploring the outdoors with his family.

Credentials

  • Series 7 & 66
  • Life & Health Insurance Licenses
  • Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
  • Bachelor of Science, English Education; Faith Baptist Bible College

Associations

  • United Way, volunteer
  • YESS Shelter, volunteer
  • Past Youth Soccer Coach
  • Deacon Board at Ankeny Baptist Church, Officer