David Anthony Tisza
Investment adviser representative at Assetmark, Inc.
20 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
20 years in the industry.
- Assetmark, Inc.Apr 2026 to now
- Assetmark Brokerage, LLCJan 2026 to now
- Assetmark Financial Holdings, IncDec 2025 to now
- Mit Associates, LLCJun 2025 to Oct 2025
- Bluspring Wealth PartnesOct 2022 to May 2025
- Not EmployedJan 2022 to Sep 2022
- Thrivent Advisor NetworkMar 2021 to Dec 2021
- Not EmployedJan 2019 to Feb 2021
- Hanson McclainAug 2006 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 4202847
- Firm CRD
- 109018