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Dave Wallick

Dave Wallick

LPL Financial Advisor

I started as a Financial Advisor with Waddell & Reed 1998 and joined Joel’s team in July 2016. I grew up as the youngest of 5 kids on a farm near Lincoln and graduated from the University of Nebraska Lincoln College of Business. My parents grew up in the depression years and making the best use of their resources and planning for the future were life lessons they passed on to us. Today, I strive to help clients allocate their resources appropriately while planning for retirement.

My brother and I share a collection of old cars and tractors, which is a hobby that my dad got involved with in the 1950’s. I also enjoy woodworking and being active in my church with my wife.