David Joseph Talbot

Current Employers

Employment History

• 09/2006 → 12/2018
  Woodbury Financial Services
  Kewaskum, WI
• 10/2015 → 12/2018
  Jasen Wealth Advisors, Llc
  West Bend, WI
• 02/2019 → Present
  The Silbernagel Group, Inc
  Kewaskum, WI
• 02/2019 → 03/2019
  Woodbury Financial Services Inc
  Kewaskum, WI
• 04/2019 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 04/2019 → Present
  Concorde Asset Management
  Ann Arbor, MI

Previous Registrations

• 2019-02-14 → 2019-04-05
  Woodbury Financial Services, Inc.
  Kewaskum, WI
• 2006-09-26 → 2018-12-17
  Woodbury Financial Services, Inc.
  West Bend, WI
  Lomira, WI
  Kewaskum, WI
  West Bend, WI

Other Businesses

1) Real Wealth Insurance/The Silbernagel Group, Ins., 114 Main Street, PO BOX 427 Kewaskum, WI 53040, Insurance Selling Firm, Position title Independent Insurance Agent, 20 hours per month, may be during trading hours, started 1/21/19. Purpose is Life, Health, Disability, and LTC insurance for clients of the firm, Investment Related. 2) Concorde Asset Management; Investment Related. Investment Advisory Representative. Started 03/2019. Hours involved 11-20 hours during business hours and 11-20 outside of business hours. 3) Real Wealth Tax & Accounting, LLC. Investment Related. Kewaskum, WI. Tax and Accounting Firm, Registered Rep who helps prepare tax documents. Hours involved 40+ per month during trading hours and 40+ outside of trading hours. 4) Real Wealth Radio, Investment Related. Kewaskum, WI. Marketing and training for financial and insurance professionals. Registered Rep. Help host of a weekly online radio show, marketing to registered representatives and insurance agents, conference and meeting speaker. Hours involved 40+ per month during trading hours and 40+ outside of trading hours. 5) The Silbernagel Group, Inc. Investment Related. Investment Firm. Consulting families of high school students and charging a flat fee / referring them to online tools to help with determining majors, filling out financial aide applications, college search engines, and preadmission testing prep. brokerage accounts, mutual funds, annuities, alternative investments, employer sponsored retirement plans, life insurance, disability, LTC, Medicare supplement, health insurance, part d, manage business and staff. Registered Rep. Hours involved 40+ per month during trading hours and 40+ outside of trading hours. 6) Strategic Risk Alternatives (SRA). Non-investment related. Helping small/mid size companies to create Enterprise Captive Insurance Companies to help cover alternative risks by introducing the consultant of SRA. Start date 08/2019. 1-5 hours/month during trading hours. 7) Kewaskum Properties, LLC. Investment related. Start date 05/2021. Kewaskum, WI. Member of LLC for real estate related activities. 1-5 hours/month during trading hours. 8) Knights of Columbus, Non-investment related. purpose is membership growth and fund raising efforts for charitable organizations, Start date 07/2014. 1-5 hours/month during non business hours, 1-5 hours/month during business hours. 9) Wealth.com, Non-investment related. Subscription estate planning tool, assisting clients with entering their estate plan desires for Attorney to generate documents for client. Start date: April 16th, 2025. 1-5 hours/month during non business hours, 1-5 hours/month during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-23

Designations

Other Names

• David J Talbot