Dave Erickson
Wealth Management Advisor|J.D., CFP®
Personal
Dave grew up in Winona, MN and graduated from Winona State University. He attended law school at William Mitchell College of Law and worked with the Ramsey County Attorney’s Office in St. Paul, MN.
In 2013, Dave joined Northwestern Mutual. He transitioned his practice from Mendota Heights, MN back to his hometown of Winona in 2015. Dave and his wife Andrea wanted to see their children grow up in the Winona Community close to family and friends. Dave also wanted to continue to build his practice and give back to the Winona community.
Dave and Andrea, along with their four children are the 4th and 5th generations on their family farm. In addition to crops and cattle, the family enjoys their horses Abby and Steps; their Bernese Mountain Dog, Rosie; their many farm cats, but especially their house cat Jupiter.
Dave’s faith is very important to him and shapes the culture and growth of his practice. Dave is involved in his local church and is an active member of the Winona Area Chamber of Commerce. He currently serves as the chair of the Public Policy Committee, is active with the Agri-business committee and is a previous Board Member as well. Dave also serves as a board member for the Winona County Habitat for Humanity.
In his free time, Dave enjoys volunteering with community and chamber events, working on the farm, cooking new dishes, reading economic journals and works of old theologians, but most importantly, he enjoys spending time with Andrea and the kids.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
