David Arthur Wischmeier

Current Employers

Employment History

• 08/2014 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2014 → 05/2021
  Story Capital
  Minneapolis, MN
• 08/2014 → 05/2021
  Nbw Insurance Group
  Minneapolis, MN
• 05/2021 → 06/2025
  Mbw Group
  Minneapolis, MN
• 07/2025 → Present
  Winged Keel Group
  Minneapolis, MN

Other Businesses

1) Saint Paul's Outreach; 2520 Lexington Avenue South Mendota Heights, MN 55120; Non-Profit Board; Not Investment Related; Board Member; Governance issues, prospective board members, and executive team roles/responsibilities; 10/25/2016; 8 hours per month; 4 hours per month during trading hours. 2) GST, LLC; 2617 Pahl Avenue, St. Anthony, MN 55418; 06/10/2013; Chief Manager; Investment in Real Estate; Not Investment Related; 2 hours/month; 1 hour/month during business hours; Profits. 3) Holy Trinity Hermitage, Inc.; P.O. Box 397, Forest Lake MN 55025; Charitable, ministry; Investment-related; Treasurer; Serve on various board committees, which may include finance, board affairs and development ; 8/01/2024; 1 hour per month; 1 hour per month during trading hours. 4) Winged Keel Group; 706 2nd Ave South, Suite 300, Minneapolis, MN 55402; M Financial Group Member Firm Principal, Insurance; Investment related; Client Relationship Manager (CRM) and Principal; Soliciting and sale of both fixed and variable life insurance and annuity products; 07/01/2025; 140 ho/mo; 120 ho/mo during trading hours. 5) NBW Co.; 706 2nd Ave South, Suite 300 Minneapolis MN 55402; Investment related; Shareholder and VP and Secretary; holding company; 1/17/2013; 10 ho/mo; 6 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-17
• S65 Uniform Investment Adviser Law Examination
  1999-12-21