David Geisler
Investment adviser representative at Madison Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$13.8BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Madison Investment Advisors, LLCJul 2019 to now
- Corvara Capital, LLCMar 2017 to Jun 2019
- UnemployedJan 2017 to Feb 2017
- Lateef Investment ManagementJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Madison Investment Advisors, LLC
$13.8BAssets managed
16,164Clients
20Advisers
30 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
- 2859297
- Firm CRD
- 110297