Unclaimed Profile

David James Szatkowski

NORTHERN OAK WEALTH MANAGEMENT. INC·MILWAUKEE, Wisconsin

Series 24, Series 63, Series 65Clean record48 years registeredNORTHERN OAK WEALTH MANAGEMENT. INC

555 E. WELLS STREET, SUITE 1625, MILWAUKEE, WI 53202CRD# 1986819Firm CRD# 105435

Profile Verification

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

Identity

David James Szatkowski · MILWAUKEE, WI

Registration

CRD #1986819 · NORTHERN OAK WEALTH MANAGEMENT. INC · 48 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHERN OAK WEALTH MANAGEMENT. INC

NORTHERN OAK WEALTH MANAGEMENT. INC

Mar 2008 – Apr 2018

MILWAUKEE, WI

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Jan 1978 – Feb 2007

MEQUON, WI

Registrations & Exams

FINRA examinations passed

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1978

Years registered · 48

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 James Szatkowski offer?

David James Szatkowski specializes in Financial Planning, Investment Management, Wealth Management.

What are David James Szatkowski's credentials?

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

Where is David James Szatkowski located?

David James Szatkowski is based in MILWAUKEE, Wisconsin, last registered with NORTHERN OAK WEALTH MANAGEMENT. INC.

How does David James Szatkowski charge for services?

David James Szatkowski'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 NORTHERN OAK WEALTH MANAGEMENT. INC?

NORTHERN OAK WEALTH MANAGEMENT. INC 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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