David Weidmayer
David Weidmayer is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Indianapolis, IN, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
Indianapolis, IN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns Sun Towels of Indiana, LLC, which is not investment-related. He also sells fixed insurance and operates Weidmayer Wealth Solutions, LLC, both of which are investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.
Exams
More Advisors
- Brent Rattin, CFPSchwab Wealth Advisory, INC.
- Tracey Lehmer, CFPSchwab Wealth Advisory, INC.
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Jonathan Harrier, CFPCfg Wealth Management Services INC
- Benjamin Fisher, CFPSchwab Wealth Advisory, INC.