David Rosenow (CRD# 1561780) is an Investment Advisor Representative working at Cwp Private Wealth Management in West Bend, WI and has over 37 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbw Ria Services LLC | West Bend, WI | Mar 2022 - Current | 2 |
| Cwp Private Wealth Management | West Bend, WI | Jan 2021 - Current | 3 |
| Self Employed | Middleton, WI | Aug 2020 - Dec 2020 | < 1 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Feb 2018 - Aug 2020 | 2 |
| Self Employed | Middleton, WI | Feb 2016 - Feb 2018 | 2 |
| Harbour Management | Madison, WI | Sep 2007 - Feb 2016 | 8 |
| Harbour Investments, Inc. | Madison, WI | Sep 2007 - Feb 2016 | 8 |
| Harbour Investments, Inc. | Madison, WI | Mar 2004 - Feb 2016 | 11 |
| Harbour Management | Madison, WI | Jan 1999 - Feb 2016 | 17 |
| Harbour Investments, Inc. | Madison, WI | Jan 1998 - Feb 2016 | 18 |
| David Rosenow Tax Service | Middleton, WI | Feb 1991 - Dec 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- WI
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts1,006ACCOUNTS
-
Average Account Value$205,241
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
IN, MI, WI
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