David Nathan Abuaf

CFA

Trustage Investment Management

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Trustage Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

363 clients

Average Client Portfolio

$102.6M average

Assets Under Management

$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Trustage Investment Management

November 2021 - Present · 4 yrs 3 mos

CUNA Brokerage Services, INC.

May 2020 - Present · 5 yrs 9 mos

CUNA Brokerage Services, INC.Broker

May 2020 - Present · 5 yrs 9 mos

Previous Registrations

CUNA Brokerage Services, INC.

May 2020 - November 2021 · 1 yr 6 mos

Raymond James Financial Services Advisors, INC

November 2013 - September 2019 · 5 yrs 10 mos

Raymond James Financial Services, INC.Broker

November 2013 - September 2019 · 5 yrs 10 mos

Hefty Wealth Partners, INC.

November 2011 - January 2013 · 1 yr 2 mos

LPL Financial LLCBroker

October 2011 - February 2013 · 1 yr 4 mos

Audobon Securities, INC.Broker

June 2004 - May 2005 · 11 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.