Unclaimed Profile

David Paul Becker

1834 INVESTMENT ADVISORS CO.·MILWAUKEE, Wisconsin

Series 65Clean record25 years registered1834 INVESTMENT ADVISORS CO.

511 N BROADWAY, MILWAUKEE, WI 53202CRD# 2839572Firm CRD# 105435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Paul Becker · MILWAUKEE, WI

Registration

CRD #2839572 · 1834 INVESTMENT ADVISORS CO. · 25 years registered

Brand Profile

Not yet started

Career History

1834 INVESTMENT ADVISORS CO.

Apr 2001 – present

PREMIER ASSET MANAGEMENT LLC

Sep 2022 – Jun 2023

CHICAGO, IL

NORTHERN OAK INTERNATIONAL, LLC

Oct 2002 – Feb 2003

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 17, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1834 INVESTMENT ADVISORS CO.

CRD 105435 · SEC 801-11335

AUM

$1.1B

Regulatory assets under management

Employees

1,077 client accounts

Services offered by 1834 INVESTMENT ADVISORS CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 1834 INVESTMENT ADVISORS CO. →

Introduction

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Frequently Asked Questions

What services does David Paul Becker offer?

David Paul Becker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are David Paul Becker's credentials?

David Paul Becker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Becker located?

David Paul Becker is based in MILWAUKEE, Wisconsin, working with 1834 INVESTMENT ADVISORS CO.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does David Paul Becker charge for services?

David Paul Becker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1834 INVESTMENT ADVISORS CO.?

1834 INVESTMENT ADVISORS CO. has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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