David Vervelde, financial advisor Hayward WI
93 score

David Vervelde

CRD Number: 1097723
Current Firm: Tlw Wealth Management, LLC

David Vervelde (CRD# 1097723) is an Investment Advisor Representative working at Tlw Wealth Management, LLC in Hayward, WI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Tlw Wealth Management, LLC Omaha, NE Jul 2016 - Current 1
Vsr Financial Services, Inc. Overland Park, KS Sep 2012 - Aug 2016 3
Vsr Advisory Services, Inc. Overland Park, KS Sep 2012 - Aug 2016 3
Robert W. Baird & Company Incorporated Omaha, NE Aug 1993 - Sep 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for David L. Vervelde
Phone Number: 402-505-8643
Registered State(s):
  • KS
  • WI
  • NE
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,420,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, NE, WI

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

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