David Fono, financial advisor Elm Grove WI

David Fono

CRD Number: 2517275
Current Firm: Annex Wealth Management, LLC

David Fono (CRD# 2517275) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has 1 year of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Elm Grove WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Elm Grove WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Elm Grove WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Annex Wealth Management Elm Grove, WI Mar 2021 - Current 2
Amazon Oak Creek, WI Jan 2021 - Feb 2021 < 1
Us Bank Milwaukee, WI May 2014 - Jan 2021 6
M&i N/k/a Bmo Harris Milwaukee, WI Jul 2003 - May 2014 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for David S. Fono
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,204
    MILLIONS
  • Total Number of Accounts
    16,177
    ACCOUNTS
  • Average Account Value
    $259,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.