David Wisehaupt, financial advisor Palm Beach Gardens FL
93 score

David Wisehaupt

CRD Number: 1070238
Current Firm: Hightower Advisors, LLC

David Wisehaupt (CRD# 1070238) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Beach Gardens, FL and has over 34 years of experience in the finance industry.

Similar Advisors
Joshua Davis, financial advisor Palm Beach Gardens FL
Joshua S. Davis
CRD# 5548317
Castle Wealth Management
Score
103
Similar Advisors
Christina Worley, financial advisor Palm Beach Gardens FL
Christina L. Worley
CRD# 2417412
Castle Wealth Management
Score
103
Similar Advisors
Jay Marmer, financial advisor Palm Beach Gardens FL
Jay L. Marmer
CRD# 1154531
Financial Security Services, LLC
Score
101
Company Name Location Dates Years
Hightower Advisors, LLC Palm Beach Gardens, FL Dec 2008 - Current 8
Hightower Securities, LLC Palm Beach Gardens, FL Dec 2008 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter, FL Aug 1982 - Dec 2008 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for David E. Wisehaupt
Phone Number: 312-962-3800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
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)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from David Wisehaupt and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.