Dave Jarvill has been working in financial services for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is a standard of excellence meaning Dave has met extensive training and experience requirements, and that he is committed to putting his clients’ interests first. Dave is also a graduate of the College for Financial Planning, the Trust Investment School of the Canon Financial Institute, the Graduate School of Banking at the University of Wisconsin in Madison, Wisconsin, and the University of Iowa. Dave has also been awarded the Accredited Investment Fiduciary® Certification. The AIF® Designation training is designed to help certified individuals mitigate the liability of investment mismanagement through instruction covering pertinent legislation and best practices. AIF® designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
Bobbi joined First Security's Wealth Management team in 2013. She has her FINRA Series 7 and FINRA Series 66 licenses, and she has also earned her Accredited Asset Management Specialist™ (AAMS™) and Life Underwriter Training Council FellowSM (LUTCF®) designations through the College for Financial Planning®.
To earn her AAMS™ Bobbi demonstrated a strong fundamental knowledge of asset management and investments so that she can provide more comprehensive advice to clients.
The LUTCF® credential means Bobbi has expertise in understanding life, disability, and long-term care insurance.
You can check the background of this investment professional at Broker Check: Visit Broker Check.
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