Unclaimed Profile

David Paul Weber

NORTHERN OAK CAPITAL MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Clean recordNORTHERN OAK CAPITAL MANAGEMENT, INC.

250 EAST WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 460900Firm CRD# 105435

Profile Verification

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

Identity

David Paul Weber · MILWAUKEE, WI

Registration

CRD #460900 · NORTHERN OAK CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

1834 INVESTMENT ADVISORS CO.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at 1834 INVESTMENT ADVISORS CO. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 460900

Firm CRD# 105435

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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