David WeissmuellerCRD Number: 1171665
Current Firm: Usaa Financial Planning Services
David Weissmueller (CRD# 1171665) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 28 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Homesmart Realty||Phoenix, AZ||Jul 2013 - Current||3|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Nov 2009 - Current||6|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2009 - Current||6|
|Unemployed||Phoenix, AZ||Mar 2009 - Nov 2009||< 1|
|Banc Of America Investment Services, Inc.||Scottsdale, AZ||Apr 2008 - Mar 2009||< 1|
|Banc Of America Insurance Serivces, Inc.||Scottsdale, AZ||Apr 2008 - Mar 2009||< 1|
|Davra Enterprises - Real Estate||Tucson, AZ||Jan 2006 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.