David Verkuilen is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Appleton, WI, with 27 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1270 Westhill Blvd Ste A, Appleton, WI, 54914
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 →Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations11 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
- Christopher CochraneWells Fargo Advisors
- Charles ButlerWells Fargo Advisors
- Muhammed-Kabeer Gbaja-Biamila, CFPAtlantis Wealth Advisors LLC
- Evan Henderson, CFPN.E.W. Advisory Services, LLC
- Matthew Krenke, CFP, ChFCAnnex Wealth Management, LLC
- Joel Blattner, CFPAvaii Wealth Management, LLC