Dave Isaacson, financial advisor Menomonee Falls WI

Dave Isaacson

CRD Number: 2343751
Current Firm: Morgan Dempsey Capital Management LLC

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.

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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
Contact Info for Dave A. Isaacson
Phone Number: 414-319-1080
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $490,432
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA, WI

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