David J Triezenberg, CLU®

Wealth Management Advisor

"Our goal is to give our client base the utmost attention.  There is not a more important objective on an every day basis.  I have a deep-seated desire to make sure we take the very best care of our clients", says Dave Triezenberg as he states this simple yet powerful credo.

Dave's thriving high-touch practice is focused on working with professionals employed in the financial markets, which has translated into a powerful client base.  The core of his clientele consists of investment bankers and principals of hedge, venture capital, and private equity funds.   Dave has built trust with his clients through consistency, leadership, and highly personalized service.  He has a tremendous attention to detail and a deep knowledge of the areas of specialties that he handles.  

Dave has been providing financial guidance for over 24 years and brings a wealth of experience.  He collaboratively engages with clients on the various wealth management strategies that are applicable to them as it pertains to : asset management, retirement accumulation and distribution, estate planning, & insurance.

His practice is focused towards providing innovative solutions using world-class insurance services and internationally recognized investment products.  

His achievements have led him to be recognized as a member of the elite Northwestern Mutual Forum, which represents the top producing Northwestern Mutual Financial Representatives in the country.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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