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.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
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 |
- IL
- WI
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$60,962
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, WI
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