David Talbot, financial advisor Kewaskum WI

David Talbot

CRD Number: 5043438
Current Firm: Concorde Asset Management, LLC

David Talbot (CRD# 5043438) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 15 years of experience in the finance industry. David Talbot 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
Concorde Investment Services Livonia, MI Apr 2019 - Current 2
Concorde Asset Management Livonia, MI Apr 2019 - Current 2
The Silbernagel Group, Inc. Kewaskum, WI Feb 2019 - Current 2
Woodbury Financial Services Inc. Kewaskum, WI Feb 2019 - Mar 2019 < 1
Jasen Wealth Advisors, LLC West Bend, WI Oct 2015 - Dec 2018 3
Woodbury Financial Services Kewaskum, WI Sep 2006 - Dec 2018 12
Silbernagel & Jasen Inc. Kewaskum, WI Jun 2007 - Oct 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for David J. Talbot
Phone Number: 248-824-6710
Registered State(s):
  • CO
  • FL
  • IN
  • MT
  • NY
  • WI
By the Numbers
  • Total Assets Under Management
    407
    MILLIONS
  • Total Number of Accounts
    3,034
    ACCOUNTS
  • Average Account Value
    $134,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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