DE
David J. Eisenhauer
GREYKASELL WEALTH STRATEGIES
Danville, CA 94526
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CRD#: 5728773
DE
Professional summary
David Jeffrey Eisenhauer, CFP®, CLU® is a registered financial advisor currently at GREYKASELL WEALTH STRATEGIES, INC. located in Danville, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 2 firms and has passed the Series 66, 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.
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 1-2 2. 50% OWNER, ACTIVE SUCCESSION PLANNING, LLC, 508 TREYBURN CIR, SAN RAMON, 94583, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 0, web based succession cash flow analysis planning tool. 3. 100% OWNERSHIP, THE EISENHAUER GROUP LLC, LEGAL ENTITY, START DATE: 06/02/2020, HOURS PER MONTH: 5+, HOURS DURING SECURITIES TRADING HOURS: 5+, TO OPERATE MY WEALTH MANAGEMENT PRACTICE AND EMPLOY MY 4 EMPLOYEES UNDER A LEGAL STRUCTURE. 4. VICE PRESIDENT OF THE BOARD, SCHOOL OF IMAGINATION, 9801 DUBLIN BLVD, DUBLIN, CALIFORNIA, 94568, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 01/06/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, VICE PRESIDENT OF THE BOARD OF DIRECTORS
CRS (Client Relationship Summary) - RIA
Click below to view David Jeffrey Eisenhauer'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®
CFP®
Start date: 2012
Experience
Current
February 16, 2024 - Present
GREYKASELL WEALTH STRATEGIES, INC.
Office #1: 145 E. Prospect Suite 202, Danville, CA 94526RIA
CRD#: 329018
Danville, CA
Past
June 3, 2010 - February 29, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Walnut Creek, CA
Past
May 21, 2010 - February 29, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Walnut Creek, 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".
GW
GREYKASELL WEALTH STRATEGIES, INC.
GREYKASELL WEALTH STRATEGIES, INC.
CRD#: 329018 / SEC#: 801-129301
RIA
Registered Investment Advisory firm - (1/4/2024 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
California(2/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GREYKASELL WEALTH STRATEGIES, INC.
GREYKASELL WEALTH STRATEGIES, INC.
CRD#: 329018 / SEC#: 801-129301
RIA
Registered Investment Advisory firm - (1/4/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
145 E. Prospect Suite 202, Danville, CA 94526
Mailing Address
Phone number
(925) 263-9275
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 377 |
| AUM (Assets Under Management) | $ 334,553,342 |
Red Flags
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Company Information
GREYKASELL WEALTH STRATEGIES, INC.
CRD#: 329018Danville, CA 94526TRUST BUT VERIFY
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