David Ahmann
David Ahmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, WI, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
311 W Washington Ave, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an independent contractor for Tactical Financial Group, a support company, and is transitioning his practice to them. He spends about 10-20% of his time on this, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Venture Advisers, L.P.Broker
State Registrations3 states
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.