David Coursey, financial advisor Verona WI

David Coursey

CRD Number: 7119884
Current Firm: Tcp Wealth Management LLC

David Coursey (CRD# 7119884) is an Investment Advisor Representative working at Tcp Wealth Management LLC in Verona, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tcp Wealth Management LLC Verona, WI Apr 2019 - Current 5
Epic Software Systems Verona, WI Jan 2015 - Current 9
Dog Hub Restaurant Verona, WI Apr 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for David W. Coursey
Phone Number: 608-512-3641
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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