David
Weinbach

Advisornet Wealth Partners

CRD#2345048
Investment Advisor
in Madison, WI

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About this Advisor

David Weinbach is a financial advisor based in Madison, Wisconsin, working with Advisornet Wealth Partners. David has previously held positions at Advisornet Financial, Inc and Weinbach Investment Management LLC. David has passed the Series 63 regulatory exam and is registered to provide services in Minnesota, Texas, and Wisconsin. Currently, David is part of Advisornet Wealth Partners, which operates out of Madison, Wisconsin. The firm has 42 offices and 120 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Advisornet Wealth Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

406 Science Drive Suite 400
Madison, WI 53711

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Advisornet Wealth Partners Brokerage Details

Total Assets Under Management

$2,267,646,782

WI Average: $5,289,111,388
Total Number of Employees

120

WI Average: 157
Total Number of Accounts

8,433

WI Average: 8,262
Average Account Size

$268,902

WI Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Weinbach Work History

2013 - Present (12 years)

Advisornet Financial, Inc

2013 - Present (12 years)

Weinbach Investment Management LLC

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Disclosures

Please visit the SEC profile of David Weinbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisornet Wealth Partners

Jared Price
Denver, CO
William Will
Hopkins, MN
Logan Taft
Hopkins, MN
David Weinbach
Madison, WI
Robert Bonine
Hopkins, MN
Ryan Keshemberg
Hopkins, MN
Anders Haugen
Saint Paul, MN
Jeremy Lipinski
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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