David Mathers

Current Employers

Employment History

• 07/2019 → 03/2021
  Robert W. Baird
  Milwaukee, WI
• 08/2015 → 05/2019
  University Of Wisconsin-Madison
  Madison, WI
• 02/2023 → Present
  Valmark Securities, Inc.
  Akron, OH
• 03/2023 → Present
  Valmark Advisors, Inc.
  Akron, OH
• 06/2021 → 12/2021
  Periscope Equity
  Chicago, IL
• 02/2022 → 03/2024
  Johnson Controls International
  Glendale, WI

Previous Registrations

• 2019-08-05 → 2021-04-06
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2016-07-08 → 2019-03-25
  Mp & H Financial Group, Llc
  Libertyville, IL

Other Businesses

1) Sonny's Enterprises LLC; 5870 Hiatus Road, Tamarac, FL 33321; Manufacturer, distributor, and designer; Senior Manager; Reports to Vice President, Compile pro forma financial statements for privately owned company, as needed, economic, industry and association research to help management make decisions; NOT Investment Related; Start Date 05/13/2024; Approximately 21-40 hrs. pr month; Base salary plus bonus as a percentage of base (plus standard employee benefits)./// 2) Private Wealth Advisers LLC; W137N6164 Weyer Farm Court, Menomonee Falls, WI 53051; advisor; minority ownership; 20-40 hours/ month; not investment related; base compensation and discretionary bonus(es)./

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-03
• S65 Uniform Investment Adviser Law Examination
  2016-07-08

Other Names

• David Mathers
• David James Mathers
• Dave Mathers
• David J Mathers