Dave Minarik

Background

About Dave Minarik

I began my Edward Jones career in 2004 as a financial advisor in Owosso. I became a Limited Partner with Edward Jones in December 2017. Due to the growth of our business, another financial advisor has joined me to help better serve clients and help establish his business. I am responsible for assisting other financial advisors in an area encompassing Bay City to Brighton as a business coach focusing on goal setting and retirement Strategies. I attended Baker College and graduated in 1990 with a Bachelor's in marketing and management. I also earned the AAMS® (Accredited Asset Management Specialist)* in 2008 as well as the CFP® (Certified Financial Planner)** in 2015. I have been married to my wife, Tracey, for over 25 years and we have one daughter, Aubrey, who lives in New Jersey. I am an active member of the community and have been involved for over 30 years as a volunteer leading the kids parade. I am also a Fourth Degree Member of the Knights of Columbus, a Charter Member of the Lions Club and also a Chamber of Commerce Member. In our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients unique goals and needs.* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.** The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see