Farm Succession Coordinator
Wealth Management
Darin Svihovec has over 19 years of financial services experience in wealth management. He is committed to provide comprehensive financial services to the needs of our current and future clients.
Darin is a Board member for Dakota Junior Golf Association and a middle school golf coach for the Bismarck Public Schools.
Professional Licenses and Registrations:
| CFP® | Accident and Health | Variable Life and Annuity |
| AIF® | Life Insurance | Credit Life |
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FINRA Registrations
(Series 6, 7, 63, and 66)
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TJ Rooney has been in banking since 2003 and has expanded into financial services in wealth management. TJ is passionate about partnering with clients to help them achieve their financial goals.
He is a Board Member of the Lewis and Clark Certified Development Company.
Professional Licenses and Registrations:
| Accident and Health |
Life Insurance
|
Variable Life and Annuity |
|
FINRA Registrations
(Series 7 and 66)
|
Services Provided by Our Trusted Advisors:
| Traditional IRA | Retirement Plans | Disability Income and Insurance |
| Roth IRA | Estate Plans | Life Insurance |
| Brokerage Accounts | Business Continuation and Succession | Long-Term Care Insurance |
"Financial planning is more than just investments and insurance…it’s about your well-being."
Contact SFWM:
Darin Svihovec, CFP®, AIF®
3000 N 14th Street
PO Box 4250
Bismarck, ND 58502
Phone: (701) 223-6551
Fax: (701) 255-2737
darin@securityfirstwealth.com
3000 N 14th Street
PO Box 4250
Bismarck, ND 58502
Phone: (701) 223-6551
Fax: (701) 255-2737
darin@securityfirstwealth.com
TJ Rooney, Financial Advisor
3000 N 14th Street
PO Box 4250
Bismarck, ND 58502
Phone: (701) 355-5979
Fax: (701) 255-3314
3000 N 14th Street
PO Box 4250
Bismarck, ND 58502
Phone: (701) 355-5979
Fax: (701) 255-3314
To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.
| IMPORTANT CONSUMER INFORMATION |
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This site is for information purposes only and is not intended to be solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registrations requirements.
Representatives of a BD or IA deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice compensation.
We are registered to offer securities in the following states: AZ, CA, FL, MN, ND, SD, and WY |
Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Comprehensive Financial Services offered through Security First Wealth Management, who is not affiliated with Woodbury Financial Services, Inc. Security First Bank of ND is not affiliated with Woodbury Financial Services, Inc. Not FDIC Insured, No Bank Guarantee, May Lose Value.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.