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David A Hackworthy

Isthmus Partners, LLC

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About David A Hackworthy

David A. Hackworthy is an investment advisor representative with Isthmus Partners, LLC. David has been in the industry since 1995. David is currently registered as an investment advisor in Texas and Wisconsin. David is a graduate of the University of Wisconsin-Madison and has been a member of the University of Wisconsin Carbone Cancer Center Advisory Board since 2004. David specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

David Hackworthy is currently registered with Isthmus Partners, LLC. Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.
Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Hackworthy’s Registration & Firm History

WI

01/01/2025 - Present

Isthmus Partners, LLC (MADISON WI)

WI

11/21/1995 - 06/05/2014

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

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Licenses & Designations

BC

Issued 12/19/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David A Hackworthy.
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