David Geisler

MADISON INVESTMENT ADVISORS

MADISON, WI 53711

Some features on this profile are disabled

CRD#: 2859297

Professional summary

David Geisler is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC located in Madison, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 4 firms and has passed the Series 65, Series 63, Series 87, Series 86 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Geisler'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

August 27, 2019 - Present

MADISON INVESTMENT ADVISORS, LLC

Office #1: 550 Science Drive, Madison, WI 53711

RIA

CRD#: 110297

MADISON, WI

Past

June 27, 2017 - December 31, 2018

CORVARA CAPITAL, LLC

RIA

CRD#: 288065

Tiburon, CA

Past

March 10, 2015 - January 26, 2017

TRAN CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 107049

GREENBRAE, CA

Past

December 10, 2004 - May 4, 2007

COWEN AND COMPANY

CRD#: 7616

SAN FRANCISCO, CA

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".

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 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
(8/27/2019)

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: 3/10/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/31/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 1/28/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 1/21/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 12/9/2004

General Securities Representative Examination

Current Firm

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

550 Science Drive, Madison, WI 53711

Mailing Address

Phone number

(608) 274-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIA MAS DISCLOSURE BROCHURE WITH SMC (3/28/2025)

MIA GENERAL DISCLOSURE BROCHURE WITH SMC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,949
AUM (Assets Under Management)	$ 13,346,155,459

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.

Similar Advisors

Gerald Jevic

OPPENHEIMER & CO. INC.

IAR

Haddon Township, NJ

Roger Johnson

ACT ADVISORS

IAR

Mt. Pleasant, SC

Robert Johnson

CETERA INVESTMENT ADVISERS LLC

IAR

MUSKEGON, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David Geisler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CORVARA CAPITAL, LLC

TRAN CAPITAL MANAGEMENT, L.P.

COWEN AND COMPANY

Primary Firm SEC Registration

MADISON INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2015

Series 63

Date: 1/31/2005

Series 87

Date: 1/28/2005

Series 86

Date: 1/21/2005

Series 7

Date: 12/9/2004

Current Firm

MADISON INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors