David A. Hackworthy

ISTHMUS PARTNERS

MADISON, WI 53703

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CRD#: 2109487

Professional summary

David A Hackworthy is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

David is on the University of Wisconsin Carbone Cancer Center Advisory Board since 10/2004. Director - This is not an investment related activity. No activity is performed during trading hours. Limited number of hours is dedicated to this activity monthly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A Hackworthy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2014 - Present

ISTHMUS PARTNERS, LLC

Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703

RIA

CRD#: 171279

MADISON, WI

Past

November 21, 1995 - June 5, 2014

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MADISON, WI

Past

November 15, 1995 - June 5, 2014

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

MADISON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/26/2023)

IAR

Wisconsin
(6/26/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/19/1995

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/9/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/1995

General Securities Representative Examination

Current Firm

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

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Contact information

Main Address

1 South Pinckney Street Suite 800, Madison, WI 53703

Mailing Address

Phone number

(608) 729-0949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE (10/23/2025)

ISTHMUS PARTNERS PART 2A BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	1,732
AUM (Assets Under Management)	$ 1,296,248,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Hackworthy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A Hackworthy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ISTHMUS PARTNERS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

ISTHMUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/19/1995

Series 65

Date: 12/9/1993

Series 7

Date: 11/20/1995

Current Firm

ISTHMUS PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISTHMUS PARTNERS, LLC

TRUST BUT VERIFY

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