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David Paul Weber

NORTHERN OAK CAPITAL MANAGEMENT, INC.·MILWAUKEE, Wisconsin
Unclaimed Profile
250 EAST WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 460900Firm CRD# 105435
01

About

David Paul Weber is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHERN OAK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO.
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at 1834 INVESTMENT ADVISORS CO. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 460900
Firm CRD# 105435
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Paul Weber offer?
David Paul Weber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are David Paul Weber's credentials?
David Paul Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Weber located?
David Paul Weber is based in MILWAUKEE, Wisconsin, working with NORTHERN OAK CAPITAL MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does David Paul Weber charge for services?
David Paul Weber'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 CAPITAL MANAGEMENT, INC.?
NORTHERN OAK CAPITAL 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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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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