Alec Saunders is an LPL Financial Advisor and joined CDS Financial Services, LLC in 2016. Prior to joining our team, Alec worked in investments, financial services, and client services for over 2 years. He provides his clients the convenience and effectiveness of combining wealth management, tax planning, and business consulting services under one roof. He will help you make an informed decision on the right strategies to help you work towards your financial goals. Alec graduated from Gustavus Adolphus College in St. Peter, MN with a Bachelor of Science degree in Business Management.
Alec earned his CERTIFIED FINANCIAL PLANNER™ Professional Certification in 2017. He received his Chartered Retirement Planning CounselorSM (CRPC®) certification in 2014 from the College for Financial Planning® and his Enrolled Agent (EA) certification in 2017 from the IRS. He has his Series 7 and Series 66 held with LPL Financial, as well as, life, health, and long-term care insurance licenses.
Alec is a director and member of the Willmar Noon Lions Club and a member of the Willmar Lakes Area Chamber of Commerce’s neXt organization.