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    David Means

    CFP®, ChFC®, CLTC, CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About David

    David J. Means entered the financial services field in 1989 as an intern with Northwestern Mutual, where he attained local as well as national recognition for his performance. He graduated in 1991 from Illinois State University, going on to become a full-time associate with Northwestern Mutual. Over the next 3-years, David once again received recognition for his outstanding performance.

    From there, in 1994, David founded what went on to become Legacy Financial Group, an organization based in Kankakee, Illinois, providing financial services to the South Chicagoland area. Over the next 10-years, David once again, won both local and national recognition for the growth of his organization.

    On January 2nd of 2004, David became the general agent for the MassMutual agency in the state of Minnesota. Renamed the Minneapolis Financial Group, the organization was founded locally in 1887 and has over 250 Financial Professionals serving clients in the Upper Midwest.

    David has also committed a large amount of his time to civic organizations. He has had leadership roles on numerous non-profit boards, including Treasurer and Chairman of the Planned Giving committee for the St. Mary’s Hospital Foundation; Board Member and Finance Chair for Entrepreneur’s Organization; Board member of the Kankakee Development Corporation; Vice Chair and Chairman of the Nominating and Executive Committees of the Kankakee Valley YMCA; President and Chairman of the Executive and Membership Committees of the Kankakee Rotary Club; and a former member of Chicago Estate Planning Council.

    David currently is a Member of the Twin Cities Angels as well as the Minneapolis Club.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    David Means CFP®, ChFC®, CLTC, CLU® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 100 S. Fifth Street, Suite 2300, Minneapolis, MN 55402, Tel: (612) 333-1413

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Minnesota, Michigan, Missouri, Montana, North Carolina, North Dakota, New Mexico, Nevada, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, West Virginia, Wyoming

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Illinois, Wisconsin, Colorado, New York, Minnesota, Montana, South Dakota, North Dakota, Nevada, Missouri, Indiana, Georgia, Arizona, Ohio, Florida, Iowa

    David Means CFP®, ChFC®, CLTC, CLU®, Minneapolis, MN, CA Insurance Lic.# 0C29101

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