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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid James Fisher is a financial advisor with over 7 years of experience. David is registered with Annex Wealth Management, LLC and is a licensed Investment Advisor Representative. David is also registered with the state of Wisconsin. Prior to his time at Annex Wealth Management, LLC, David worked with Northwestern Mutual Investment Services, LLC. David specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David also offers financial planning, portfolio management, and educational seminars. David holds a Series 6, Series 63, and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation for a fee
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
11/07/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
04/22/2014 - 02/26/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WAUKESHA WI)
IA
Issued 02/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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