David Demore
David Demore is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brookfield, WI, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
13400 Bishops Lane, Suite 200, Brookfield, WI, 53005
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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 Demore Wealth Management LLC, an insurance agency, and spends minimal time there. He also owns a tax preparation service, rental property, is an affiliated advisor with Tenacity Advisory Group, Inc, and owns an online guitar and music equipment sales business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Packerland Brokerage Services, INC.Broker
Country Capital Management CompanyBroker
Commonwealth Financial NetworkBroker
Thrivent Investment Management INC.Broker
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.