David Michael Greenleaf
Investment adviser representative at Widmann Financial Services
24 yearsExperience
1 stateRegistered in
$466.8MFirm assets
8 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
- Seminars and workshops
Experience
24 years in the industry.
- Widmann Financial ServicesMay 2018 to now
- Commonwealth Financial NetworkJan 2002 to now
- Target Investment Services, IncJan 2002 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MD).
Widmann Financial Services
Legal name: Widmann Financial Services, Inc.
$466.8MAssets managed
551Clients
7Advisers
8 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
- 2370933
- Firm CRD
- 289106