David Robert Demore

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 11/2017
  Sii Investments
  Dousman, WI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Elm Grove, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2017-11-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Elm Grove, WI
  Naples, FL
  Brookfield, WI
• 2013-07-17 → 2017-11-16
  Sii Investments, Inc.
  Dousman, WI
  Appleton, WI
  Dousman, WI
  Elm Grove, WI
• 2009-01-27 → 2013-07-18
  Lpl Financial Llc
  Allenton, WI
  Brookfield, WI
  Brown Deer, WI
  Milwaukee, WI
  Hales Corners, WI
  Hartford, WI
  Colgate, WI
  Milwaukee, WI
  Milwaukee, WI
  Richfield, WI
  Slinger, WI
  Greenfield, WI
  Fort Mill, SC
  Mukwonago, WI
  Colgate, WI

Other Businesses

1. DEMORE WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2017 ADDRESS: 14300 Bishops Lane, 200, Brookfield WI 53005, United States DESCRIPTION: Insurance advice, sales and service. 2. DEMORE WEALTH MANAGEMENT POSITION: Owner NATURE: Tax Preparation Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/13/2013 ADDRESS: 13400 Bishops Lane, 200, Brookfield WI 53005, United States DESCRIPTION: Tax advice and preparation. 3. SOLE PROP POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2006 ADDRESS: 11508 N. Oakview Ct, Mequon WI 53092, United States DESCRIPTION: Own, rent and maintain rental property. 4. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Share Best Practices 5. GOOD VIBE GUITARS, LLC POSITION: Owner NATURE: Online guitar and music equipment sales. LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 10/27/2021 ADDRESS: 11508 N. Oakview Ct, Mequon WI 53092, United States DESCRIPTION: Buyer and seller of gear.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-13

Designations

• Certified Financial Planner