David Weske is a registered investment advisor, based in Slinger, WI, with 18 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Slinger, WI
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
David owns a rental property since April 2021, spending a few hours per week on this activity. This activity is not investment-related.
Employment History
Current Registrations
Voya Investments Distributor, LLCBroker
March 2020 - Present · 6 yrs 7 mos
Voya Investments Distributor, LLC
March 2020 - Present · 6 yrs 7 mos
Voya Investment Management CO. LLC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Funds Management, LLC
December 2016 - January 2020 · 3 yrs 1 mo
Wells Fargo Funds Distributor, LLCBroker
July 2010 - January 2020 · 9 yrs 6 mos
Wells Fargo Funds Management, LLC
July 2010 - December 2014 · 4 yrs 5 mos
Harris Investor Services, INC.
October 2009 - July 2010 · 9 mos
Harris Investor Services, INC.Broker
October 2008 - July 2010 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
September 2007 - June 2008 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2008 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
More Advisors
- Alan Jordan, ChFCState Farm Investment Management CORP.