David Altwerger, financial advisor Bloomfield Hills MI

David Altwerger

CRD Number: 5524357
Current Firm: Physicians' Financial L.c.

David Altwerger (CRD# 5524357) is an Investment Advisor Representative working at Physicians' Financial L.c. in Bloomfield Hills, MI and has over 15 years of experience in the finance industry. David Altwerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Centria Healthcare Farmington Hills, MI Nov 2020 - Current 3
R1 Rcm, Inc. Southfield, MI Jan 2017 - Nov 2020 3
Detroit Soul Revue LLC Bloomfield, MI Jan 2015 - Jun 2019 4
Unemployed Bloomfield Hills, MI Oct 2016 - Jan 2017 < 1
Waddell & Reed, Inc. Birmingham, MI Jan 2016 - Sep 2016 < 1
Various Insurance Carriers For W&r Insurance Agencies Bloomfield, MI Jan 2016 - Sep 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Smith Barney Birmingham, MI Dec 2009 - Jan 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Mar 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David B. Altwerger
Phone Number: 248-931-1342
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $23,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI

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