David Charles Laudeman
Investment adviser representative at Wealth Management Associates, Inc.
34 yearsExperience
2 statesRegistered in
$717.4MFirm assets
12 yearsFirm in business
Are you David Charles Laudeman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
34 years in the industry.
- Keystone Advisor GroupJan 2025 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Wealth Management Associates, Inc.Sep 2009 to now
- Securities America, Inc.Feb 2001 to Jun 2024
- Heckman & Laudeman LLCMay 1992 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wealth Management Associates, Inc.
$717.4MAssets managed
930Clients
11Advisers
12 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
- 4269422
- Firm CRD
- 117606