David Pung

David Pung

Wealth Advisor

For the past 24 years, Dave has been helping his clients meet their financial goals and investment advisory needs. He currently holds a series 7 and 63 securities registrations through LPL Financial and holds life, accident and health insurance licenses. 15 years ago Dave joined LPL Financial and has been associated with Summit Investment Advisors ever since. Then, in 2019, joined Summit Investment Advisors on a full time basis. Dave lives in Chisago City on Green Lake and enjoys spending time with his wife Amy and their four children out on the lake as much as possible.

Phone 651.490.2939