DW
ChFC
DW
ChFC

Douglas Weisenberger

44 Years of Experience
Madison, WI
1 DisclosureBrokerSells Insurance

Douglas Weisenberger is a ChFC-designated registered investment advisor, based in Madison, WI, with 44 years of industry experience.

Location

2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Denied
Other Business ActivitiesSells Insurance

Douglas is an agent/broker for North Star Consultants & Brokerage, selling fixed insurance, and a financial professional for North Star Resource Group. He also owns rental properties, recreational hunting land, Rusk County Realty Inc, and BDYZNBRGR, LLC.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2007 - August 2023 · 16 yrs 1 mo
Cri Securities, LLC
November 2003 - October 2021 · 17 yrs 11 mos
Securian Financial Services, INC.Broker
August 1990 - August 2023 · 33 yrs
Cri Securities, LLCBroker
September 1988 - October 2021 · 33 yrs 1 mo
Marathon Advisors, INC
February 1985 - December 2007 · 22 yrs 10 mos
Consolidated Resources, INC.Broker
September 1983 - September 1988 · 5 yrs
Fdi Securities, INC.Broker
December 1981 - September 1983 · 1 yr 9 mos
State Registrations8 states
CADEFLGAMNPATNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Douglas Weisenberger - Financial Advisor | TrueAdvisor