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David Geisler

Madison Investment Advisors, LLC

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About David Geisler

David Geisler is a registered investment advisor representative with Madison Investment Advisors, LLC in Madison, Wisconsin. David Geisler has over 15 years of experience in the financial industry, previously working for Cowen and Company. David Geisler holds licenses in Wisconsin and California and is a Series 63, Series 65, Series 7, Series 86, and Series 87 licensed individual.

Firm Information

David Geisler is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

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 Geisler’s Registration & Firm History

WI

08/27/2019 - Present

Madison Investment Advisors, LLC (MADISON WI)

CA

12/10/2004 - 05/04/2007

COWEN AND COMPANY (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 03/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/21/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Geisler.
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