David Werkema, financial advisor Tampa FL
93 score

David Werkema

CRD Number: 5501152
Current Firm: Usaa Financial Planning Services

David Werkema (CRD# 5501152) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Home Depot Brandon, FL Nov 2014 - Current 3
Usaa Financial Advisors, Inc. Tampa, FL Jun 2014 - Current 3
Usaa Financial Planning Services Tampa, FL Jun 2014 - Current 3
Lowes Lansing, MI Apr 2014 - Jun 2014 < 1
Wells Fargo Advisors LLC East Lansing, MI Aug 2013 - Jun 2014 < 1
Jackson National Life Lansing, MI Nov 2009 - Sep 2013 3
Accresent Financial LLC Eaton Rapids, MI Sep 2009 - Oct 2009 < 1
Sigma Financial Corporation Ann Arbor, MI Jan 2009 - Aug 2009 < 1
Hantz Financial Services, Inc. Southfield, MI Mar 2008 - Jan 2009 < 1
Shaheen Chevrolet Lansing, MI Aug 2003 - Apr 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination May 2008
Contact Info for David A. Werkema
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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