David Sandefer
David Sandefer is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Fort Worth, TX, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1300 Summit Ave Ste 800, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (2)
Financial
May 2026Customer Dispute
September 2016Other Business ActivitiesSells Insurance
David may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations4 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
- Benjamin Bigler, CFPAspenridge Wealth Advisors
- Minor Wallace, CFALuther King Capital Management Corporation
- Tyler Bartlett, CFP, ChFCFocus Partners Wealth, LLC
- Lauren Hejl, CFPStrategic Advisers LLC
- James Elliott, CFPHightower Advisors, LLC
- Jesus Pompa, CFPLifestyle Asset Management, INC.