David Abuaf is a CFA-designated registered investment advisor at Trustage Investment Management, based in Oregon, WI, with 14 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 Investment Management, Retirement Planning. Their firm serves 349 clients with $39B 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
Oregon, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Previous Registrations
CUNA Brokerage Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Hefty Wealth Partners, INC.
LPL Financial LLCBroker
Audobon Securities, INC.Broker
State Registrations1 state
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
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