Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Liesenfelt is an Investment Advisor Representative at Lussenheide Capital Management, Inc., registered in California and Montana. David has been in the industry since at least June 1988. David is also the president of Fresh Concepts, Inc. which provides non-investment related consulting services. David is a Series 65 licensed individual who provides advisory services to individuals and has approximately 60 clients and assets under management of approximately 32,525,000. David has a focus on market timing services and the publication of periodicals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MT
07/05/2022 - Present
Lussenheide Capital Management, Inc. (FLORENCE MT)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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