Dave A. Isaacson

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Menomonee Falls, WI 53051

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CRD#: 2343751

Professional summary

Dave Allen Isaacson, who also goes by Dave Allen Isaacson, is a registered financial advisor currently at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC located in Menomonee Falls, Wisconsin.

Dave is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Dave has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Allen Isaacson

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.

Mr. Isaacson has served as Senior Vice President and Portfolio Manager at a trust company located in Wisconsin since March 2025. This is a paid position. Mr. Isaacson devotes approximately 160 hours per month to this outside activity. The trust company is not a client of Morgan Dempsey.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dave Allen Isaacson'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

November 27, 2019 - Present

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Office #1: 111 Heritage Reserve Suite 200, Menomonee Falls, WI 53051

RIA

CRD#: 106288

Menomonee Falls, WI

Past

March 7, 2019 - December 2, 2019

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

Milwaukee, WI

Past

January 8, 2018 - March 6, 2019

SCHENCK INVESTMENT SOLUTIONS LLC

RIA

CRD#: 112997

Milwaukee, WI

Past

February 27, 2017 - November 16, 2017

JOHNSON WEALTH INC.

RIA

CRD#: 125557

Racine, WI

Past

June 11, 1993 - February 14, 1994

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

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".

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

CRD#: 106288 / SEC#: 801-48064

RIA

Registered Investment Advisory firm - (12/19/1994 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

Wisconsin
(11/27/2019)

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

IAR

Series 65

Date: 2/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/10/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

CRD#: 106288 / SEC#: 801-48064

RIA

Registered Investment Advisory firm - (12/19/1994 Approved)

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Contact information

Main Address

10850 W. Park Place Suite 470, Milwaukee, WI 53224

Mailing Address

Phone number

(414) 319-1080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MORGAN DEMPSEY CAPITAL MANAGEMENT ADV PART 2A (6/17/2025)

Regulatory assets under management

Total Number of Accounts	563
AUM (Assets Under Management)	$ 286,579,170

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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Firm Stability Insights

Dave A. Isaacson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dave Allen Isaacson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

SCHENCK INVESTMENT SOLUTIONS LLC

JOHNSON WEALTH INC.

TITAN/VALUE EQUITIES GROUP, INC.

Primary Firm SEC Registration

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2017

Series 63

Date: 6/2/1993

Series 6

Date: 6/10/1993

Current Firm

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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