David Alan Kaiser

Current Employers

Employment History

• 12/2012 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 07/2018 → 05/2023
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 01/2023 → 03/2025
  Integrated Wealth Concepts, Llc
  Bloomfield Hills, MI
• 12/2012 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 03/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI

Previous Registrations

• 2023-01-05 → 2025-04-01
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 2018-07-30 → 2023-05-17
  Wealthcare Advisory Partners Llc
  Bloomfield Hill, MI
  West Chester, PA
• 2010-10-12 → 2012-12-14
  Wells Fargo Advisors Financial Network, Llc
  Birmingham, MI

Other Businesses

1. 10/09/2018 - Wealthcare Advisory Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 01/25/2018 - 160 Hrs/Mth - 160 Hrs During Trading. I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/25/2018.. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/09/2018 - Wealthcare Advisory Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date: 01/25/2018 - 160 Hrs/Mth - 160 Hrs During Trading. I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/25/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/25/2018 - Wealthcare Advisory Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 01/25/2018 - 160 Hrs/Mth - 160 Hrs During Trading. 4. 10/11/2017 - Woodward Square Advisors, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment related - Home Based - Start Date: 10/01/2017 - 1 Hrs/Mth - 0 Hrs During Trading. 5. 02/03/2015 - Wealth Management Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 01/30/2015 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-21
• S63 Uniform Securities Agent State Law Examination
  1989-05-31