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Dave Allen Isaacson

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC·MENOMONEE FALLS, Wisconsin
Series 6, Series 63, Series 65Clean record9 years registeredMORGAN DEMPSEY CAPITAL MANAGEMENT LLC
111 HERITAGE RESERVE, MENOMONEE FALLS, WI 53051CRD# 2343751Firm CRD# 106288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dave Allen Isaacson · MENOMONEE FALLS, WI
Registration
CRD #2343751 · MORGAN DEMPSEY CAPITAL MANAGEMENT LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Nov 2019 – present
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Mar 2019 – Dec 2019
Milwaukee, WI
SCHENCK INVESTMENT SOLUTIONS LLC
Jan 2018 – Mar 2019
Milwaukee, WI
CLEARY GULL ADVISORS INC.
Feb 2017 – Nov 2017
Racine, WI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · February 27, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288 · SEC 801-48064
AUM
$346M
Regulatory assets under management
Employees
7
705 client accounts
Services offered by MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Dave Allen Isaacson offer?
Dave Allen Isaacson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MENOMONEE FALLS, Wisconsin for a consultation.
What are Dave Allen Isaacson's credentials?
Dave Allen Isaacson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dave Allen Isaacson located?
Dave Allen Isaacson is based in MENOMONEE FALLS, Wisconsin, working with MORGAN DEMPSEY CAPITAL MANAGEMENT LLC. Their office serves clients in the MENOMONEE FALLS metropolitan area and surrounding communities.
How does Dave Allen Isaacson charge for services?
Dave Allen Isaacson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGAN DEMPSEY CAPITAL MANAGEMENT LLC?
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Brian Gary Rafn
MENOMONEE FALLS, WI
David Wayne Durham
MENOMONEE FALLS, WI
Marc Joseph Dion
MENOMONEE FALLS, WI

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