David Michael Sieben
Investment adviser representative at Sieben Wealth Planning LLC
17 yearsExperience
2 statesRegistered in
$161.2MFirm assets
5 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
17 years in the industry.
- Sieben Wealth Planning LLCSep 2021 to now
- City National BankJun 2020 to Sep 2021
- RBC Capital Markets, LLCOct 2009 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Sieben Wealth Planning LLC
$161.2MAssets managed
86Clients
2Advisers
5 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
- 5730105
- Firm CRD
- 315368