David NessCRD Number: 3079662
Current Firm: Crescent Grove Advisors
David Ness (CRD# 3079662) is an Investment Advisor Representative working at Crescent Grove Advisors in Milwaukee, WI and has over 18 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Crescent Grove Advisors, LLC||Milwaukee, WI||Sep 2017 - Current||< 1|
|Bmo Investment Distributors, LLC||Milwaukee, WI||Jan 2015 - Aug 2017||2|
|Bmo Harris Financial Advisors, Inc.||Milwaukee, WI||Aug 2012 - Jan 2015||2|
|Harris Investment Management Inc.||Chicago, IL||Jun 2012 - Aug 2012||< 1|
|M&i Brokerage Services||Janesville, WI||Oct 2004 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2003|
Total Assets Under Management2,078MILLIONS
Total Number of Accounts153ACCOUNTS
Average Account Value$13,582,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, IL, MN, NH, TX, VA, WI
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