David Keniston

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals.

I feel that I'm in the prime of my career and able to make a positive impact in the life of my clients. Not only do I have the experience but the wisdom and perspective to help them develop a strategy for working toward their unique retirement goals. My career in the financial industry includes various positions such as bank teller, personal banker, branch manager and home mortgage associate. In 2013, I started my career with Edward Jones. I look back on those experiences, and they all had one thing in common; I was only able to help people with one part of their finances. But now, I help my clients with their complete financial strategy. Today, I work with my clients to build holistic, personalized strategies that prepare them to meet their goals. My aim is for you to enjoy the process and your retirement. My ChFC® and AAMS™ certifications as well as my experience in the business helps me serve my clients with a variety of goals, but my average client is 10 years or fewer from retirement. They have started asking serious questions about retirement. 1. Can I retire early? 2. When should I take Social Security? 3. How do I save money on taxes? 4. What about health care in retirement? Like I do for my clients, I would like to help you get the answers to your questions so you can make a financially sound decision around the biggest goals in your life. Originally from Brooklyn Park, I moved to Champlin in 2005. As part of this community, I have served on the Anoka Area Chamber of Commerce board of directors and served as president of the Champlin Lions, and currently the Tail Twister of the Osseo Lions. However, my most gratifying role is that of husband and dad. My wife, Alex, and I have been married since 1998. Our family consists of our two adult children and two fur babies. In the office, my clients are assisted by two fantastic client support associates, Kari Ward who has been with me since I opened my office, and Ann Erhard who joined us in 2025 with a tremendous amount of experience. They're dedicated to providing our clients with the highest level of service possible. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.