Douglas Weisenberger (CRD# 1017523) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Madison, WI and has over 35 years of experience in the finance industry.
CRD# 3038887
Perk Planning
Score
103
CRD# 5264456
Fiscal Fitness, LLC
Score
103
CRD# 2369596
Enrich Financial Partners LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C.r.i. Securities, Inc. | St Paul, MN | Aug 1983 - Current | 33 |
| Consolidated Resources, Inc. | Madison, WI | Aug 1983 - Current | 33 |
| Securian Financial Services, Inc. | St Paul, MN | Aug 1983 - Current | 33 |
| Resource Consultants Inc. | Madison, WI | Sep 1981 - Current | 35 |
| Minnesota Life Insurance Company | St. Paul, MN | Sep 1981 - Current | 35 |
| North Star Consultants | Madison, WI | Sep 1981 - Current | 35 |
| Tasc | Madison, WI | Jan 1985 - Nov 2014 | 29 |
| Who Properties LLC | Madison, WI | Feb 2003 - Jan 2013 | 9 |
| Marathon Advisors Inc. | Minneapolis, MN | Jan 1984 - Dec 2007 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1982 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
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:- Customer Dispute
- TX
- WI
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Total Assets Under Management6,627MILLIONS
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Total Number of Accounts29,442ACCOUNTS
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Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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