David Eisenhauer (CRD# 5728773) is an Investment Advisor Representative working at Greykasell Wealth Strategies, Inc. in Danville, CA and has over 13 years of experience in the finance industry. David Eisenhauer 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greykasell Wealth Strategies, Inc. | Danville, CA | Feb 2024 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2014 - Feb 2024 | 9 |
| Northwestern Mutual Investment Services, LLC | Pleasanton, CA | Jan 2010 - Feb 2024 | 14 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2009 - Feb 2024 | 14 |
| Northwestern Mutual Investment Services, LLC | Pleasanton, CA | Nov 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- CA
-
Total Assets Under Management291MILLIONS
-
Total Number of Accounts292ACCOUNTS
-
Average Account Value$997,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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