David Arthur Wischmeier
Investment adviser representative at M Holdings Securities, Inc.
12 yearsExperience
1 stateRegistered in
$3.2BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Winged Keel GroupJul 2025 to now
- M Holdings Securities, Inc.Aug 2014 to now
- Mbw GroupMay 2021 to Jun 2025
- Nbw Insurance GroupAug 2014 to May 2021
- Story CapitalAug 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MN).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2239420
- Firm CRD
- 43285