Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Dave Kroll, CLU, ChFC, LUTCF, has been a leader in the financial services industry for the past 35 years. Dave's education, experience and management style has attracted many advisors that have become recognized leaders in both the industry and community.

Dave is an active member and past Arizona State President of the National Association of Insurance and Financial Advisors (NAIFA), and the General Agents and Managers Association (GAMA). He is also a member of the American Society of Chartered Life Underwriters and Chartered Financial Consultants.

Dave is happily married to his wife Margie with whom he has three successful and driven children, Melissa, Jonathan and Jasmine.

Dave is a Registered Representative of and offers securities and investment advisory through MML Investors Services, LLC, Member SIPC. Supervisory Office: 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255; Phone: 480-538-290

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)


  • English


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