Dave Isaacson (CRD# 2343751) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 30 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Dempsey Capital Management LLC | Menomonee Falls, WI | Nov 2019 - Current | 4 |
Unemployed | Pleasant Prairie, WI | Apr 2019 - Oct 2019 | < 1 |
Cliftonlarsonallen Wealth Advisors, LLC | Milwaukee, WI | Mar 2019 - Mar 2019 | < 1 |
Schenck Investment Solutions LLC | Appleton, WI | Dec 2017 - Mar 2019 | 1 |
Cleary Gull Advisors Inc. | Racine, WI | Oct 2016 - Nov 2017 | 1 |
Johnson Bank | Racine, WI | Mar 2016 - Nov 2017 | 1 |
Wells Fargo | Chicago, IL | Apr 2010 - Mar 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1993 |
S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- WI
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Total Assets Under Management346MILLIONS
-
Total Number of Accounts705ACCOUNTS
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Average Account Value$490,432
- A percentage of assets under your management
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