David Tranum

With twenty-eight years in the financial services industry, I offer experience combined with the intellectual flexibility required to keep pace with today's rapidly changing environment. Along with my industry experience, I carry the CFP® certification. As a CERTIFIED FINANCIAL PLANNER® professional, I have the knowledge and ability to assist my clients with a broad range of needs from investment management, trust and estate planning strategy, tax strategy and insurance needs. I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

After graduating from Fort Lewis College with a degree in Business Administration, I went directly into the finance industry. I began in Denver with Norwest Institutional Management & Trust. Norwest merged with Wells Fargo Investments, a predecessor firm of Wells Fargo Advisors, and I decided to return to Durango, Colorado to work as a Financial Advisor in the local Wells Fargo Investment office. For seven years, I was the sole Financial Advisor in Durango for that company. During that time I developed a business model that focused on retirees in need of asset preservation and cash flow management strategies for clients who are nearing retirement and are beginning to think in that direction while still seeking prudent growth for their last few working years.

In 2006 I was asked to join Morgan Stanley Smith Barney in the Durango office where I served as both the Branch Manager and as a Financial Advisor for Morgan Stanley Wealth Management, LLC. for ten years.

Now a Financial Advisor with the Durango office of Wells Fargo Advisors, I take pride in working for a firm that puts you first. I have served Durango-area investors since 1998 and look forward to helping them meet their financial goals for many years to come.

 

CA Insurance Lic. #0I00311, Resident State CO