David Sandefer, financial advisor Fort Worth TX
81 score

David Sandefer

CRD Number: 3146602
Current Firm: Northwestern Mutual Investment Services,llc

David Sandefer (CRD# 3146602) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Worth, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Fort Worth, TX Jan 2010 - Current 6
Northwestern Mutual Life Milwuakee, WI Oct 1998 - Current 18
Northwestern Mutual Investment Services, LLC Fort Worth, TX Jul 2010 - Mar 2016 5
Northwestern Mutual Investment Services, LLC Milwaukee, WI Oct 1998 - Jan 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Jul 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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for David A. Sandefer
Phone Number: 866-664-7737
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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