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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 John Lehrer is a financial advisor with over 40 years of experience in the industry. David is currently registered with Wealthpenn.comllc and has been registered in Wisconsin since 2009. David has also previously worked with Piper Jaffray & Co., PaineWebber Incorporated, and Morgan Stanley & Co. Incorporated. David holds the following licenses: Series 3, 5, 7, 31, and 63. David has also passed the Uniform Investment Adviser Law Examination (Series 65). David's specializations include asset allocation, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Wealthpenn.comllc (Middleton WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
06/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON WI)
WI
02/12/1988 - 06/23/2006
PIPER JAFFRAY & CO. (MADISON WI)
NA
04/19/1984 - 02/23/1988
PAINEWEBBER INCORPORATED
NA
11/17/1981 - 04/19/1984
PIPER, JAFFRAY & HOPWOOD INCORPORATED
IA
Issued 5/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/7/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 1/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 4/26/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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