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David Jeffrey Eisenhauer

GREYKASELL WEALTH STRATEGIES, INC.·DANVILLE, California
SIE, Series 7, Series 66CFPClean record16 years registeredGREYKASELL WEALTH STRATEGIES, INC.
145 E. PROSPECT, DANVILLE, CA 94526CRD# 5728773Firm CRD# 329018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jeffrey Eisenhauer · DANVILLE, CA
Registration
CRD #5728773 · GREYKASELL WEALTH STRATEGIES, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

GREYKASELL WEALTH STRATEGIES, INC.
Feb 2024 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Jun 2010 – Feb 2024
Walnut Creek, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 3, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREYKASELL WEALTH STRATEGIES, INC.
CRD 329018 · SEC 801-129301
AUM
$291M
Regulatory assets under management
Employees
3
292 client accounts
Services offered by GREYKASELL WEALTH STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREYKASELL WEALTH STRATEGIES, INC. →
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05

Frequently Asked Questions

What services does David Jeffrey Eisenhauer offer?
David Jeffrey Eisenhauer specializes in Financial Planning, Investment Management. Contact their office in DANVILLE, California for a consultation.
What are David Jeffrey Eisenhauer's credentials?
David Jeffrey Eisenhauer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Jeffrey Eisenhauer located?
David Jeffrey Eisenhauer is based in DANVILLE, California, working with GREYKASELL WEALTH STRATEGIES, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does David Jeffrey Eisenhauer charge for services?
David Jeffrey Eisenhauer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYKASELL WEALTH STRATEGIES, INC.?
GREYKASELL WEALTH STRATEGIES, INC. has approximately 3 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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