David SzatkowskiCRD Number: 1986819
Current Firm: Northern Oak Wealth Management. Inc.
David Szatkowski (CRD# 1986819) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 28 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Northern Oak Wealth Management, Inc.||Milwaukee, WI||Mar 2008 - Current||9|
|None||Mequon, WI||Feb 2007 - Feb 2008||1|
|Campbell Newman Asset Management, Inc.||Mequon, WI||Jan 1977 - Feb 2007||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1989|
Total Assets Under Management605MILLIONS
Total Number of Accounts733ACCOUNTS
Average Account Value$825,387
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV