David Quella (Dave) has been in the finance industry for over 41 years and currently serves as a Registered Representative for LPL Financial. Throughout his tenure as a financial planner, Dave has guided clients through both prosperous and challenging markets, earning their trust through consistent dedication and sound financial guidance. With extensive knowledge of financial markets and a wide range of investment and insurance products, Dave takes pride in crafting personalized strategies that reflect each client’s unique goals and circumstances. His clients value his experience, integrity, and commitment to delivering a positive and thoughtful experience every time.
Dave holds the Series 7 and Series 63 securities licenses through LPL Financial and is licensed in six states across the United States. He is also licensed in Life, Health, Disability, and Long-Term Care Insurance, enabling him to meet his clients’ diverse investment and insurance needs.
A graduate of Hortonville High School and St. Norbert College, Dave currently resides in Neenah with his wife, Ingrid. He is the proud father of five children and grandfather to seven grandchildren. Outside of work, Dave enjoys playing golf, cheering on his Wisconsin sports teams and is actively involved in men’s ministry at his local church.
Dave looks forward to continuing to share his knowledge and experience with both current and future clients, helping them pursue financial confidence and peace of mind.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: GA, AZ, MO, OH, MN, WI.