DL
David C. Laudeman
WEALTH MANAGEMENT ASSOCIATES
ORWIGSBURG, PA 17961
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CRD#: 4269422
DL
Professional summary
David Charles Laudeman is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Orwigsburg, Pennsylvania and OSAIC WEALTH, INC. located in Orwigsburg, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 3 firms and has passed the Series 63, SIE 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.
***SCHUYLKILL COUNTRY CLUB POSITION: Treasurer NATURE: I am treasurer of the Schuylkill Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 877 W. Market St., Orwigsburg PA 17961 DESCRIPTION: I attend approximately 10 meetings per year to present the financial results of the country club's operations. ***DBA: Heckman & Laudeman, LLC ***WEALTH MANAGEMENT ASSOCIATES INC POSITION: advisor NATURE: WEALTH MANAGEMENT ASSOCIATES, INC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2009 ADDRESS: 400 PINEBROOK PLACE - SUITE 12, P.O. BOX 347, ORWIGSBURG PA 17961 DESCRIPTION: Investment advisor services ***WEST BRUNSWICK PROPERTIES, LLC POSITION: member NATURE: Land Investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2019 ADDRESS: 705 Ridge Road, Orwigsburg PA 17961 DESCRIPTION: Investment in non-income producing real estate ***PINEBROOK PLACE, LTD POSITION: Limited partner NATURE: PINEBROOK PLACE LTD, RENTAL PROPERTY, LIMITED PARTNER, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1999 ADDRESS: P.O. Box 347, 400 PineBrook Place, Suite 12, Orwigsburg PA 17961 DESCRIPTION: Limited Partner in vacant land adjacent to our office building ***ADVISORY BOARD POSITION: Non-investment advice NATURE: I sit on the advisory board for M&T Bank. This is not the board of directors that makes policy decisions for the bank. It is a local advisory board comprised of businesspeople in our community. I am not privy to any inside information. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2000 ADDRESS: 1 South Centre St, Pottsville PA 17901 DESCRIPTION: Advise local bank branches on relationships with local businesses ***KEYSTONE ADVISOR GROUP POSITION: Principal NATURE: Certified Public Accounting firm, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/24/2025 ADDRESS: PO Box 347, 400 PineBrook Place, Ste 12, ORWIGSBURG PA 17961 DESCRIPTION: I maintain the client relations.
CRS (Client Relationship Summary) - RIA
Click below to view David Charles Laudeman's 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®
NoneExperience
Current
November 2, 2009 - Present
WEALTH MANAGEMENT ASSOCIATES, INC.
Office #1: 400 Pinebrook Pl, Suite 12 P.o. Box 347-mailing Address, Orwigsburg, PA 17961Office #2: 1027 Centre Turnpike, Suite 12 West Brunswick-physical Address, Orwigsburgh, PA 17961RIA
CRD#: 117606
ORWIGSBURG, PA
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: Rt 61-400 Pine Brook Place Ste 12, Orwigsburg, PA 17961RIA
BD
CRD#: 23131
ORWIGSBURG, PA
Past
May 11, 2001 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ORWIGSBURG, PA
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".
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/14/2024)
RR
California(6/14/2024)
RR
Delaware(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Maryland(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New Mexico(6/14/2024)
RR
New York(6/14/2024)
RR
Ohio(6/14/2024)
IAR
Pennsylvania(11/2/2009)
RR
Pennsylvania(6/14/2024)
IAR
Texas(6/11/2024)
RR
Wyoming(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
Mailing Address
Phone number
(856) 424-2350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,972 |
| AUM (Assets Under Management) | $ 646,804,888 |
Red Flags
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Company Information
WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606Orwigsburg, PA 17961TRUST BUT VERIFY
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