David Abuaf (CRD# 4582706) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 19 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 5936170
Adler Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuna Mutual Group | Waverly, IA | Apr 2020 - Current | 4 |
| Cuna Brokerage Services Inc. | Waverly, IA | Apr 2020 - Current | 4 |
| Unemployed | Columbus, IN | Sep 2019 - Apr 2020 | < 1 |
| Raymond James Financial Services | Columbus, IN | Nov 2013 - Sep 2019 | 5 |
| Forman Investment Services | Columbus, IN | Nov 2013 - Sep 2019 | 5 |
| Raymond James Financial Services Advisors Inc. | Columbus, IN | Nov 2013 - Sep 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- WI
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Total Assets Under Management35,461MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$101,317,031
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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