David Jeffrey Eisenhauer

Employer firm

Greykasell Wealth Strategies, Inc. CRD 329018

$443M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2009 → 02/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2010 → 02/2024
  Northwestern Mutual Investment Services, Llc
  Pleasanton, CA
• 03/2014 → 02/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → Present
  Greykasell Wealth Strategies, Inc.
  Danville, CA

Previous Registrations

• 2010-06-03 → 2024-02-29
  Northwestern Mutual Investment Services, Llc
  Pleasanton, CA
  Walnut Creek, CA
  Larkspur, CA
  Walnut Creek, CA

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 1-2 2. 50% OWNER, ACTIVE SUCCESSION PLANNING, LLC, 508 TREYBURN CIR, SAN RAMON, 94583, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, HOURS PER MONTH: 1-2, HOURS DURING SECURITIES TRADING HOURS: 0, web based succession cash flow analysis planning tool. 3. 100% OWNERSHIP, THE EISENHAUER GROUP LLC, LEGAL ENTITY, START DATE: 06/02/2020, HOURS PER MONTH: 5+, HOURS DURING SECURITIES TRADING HOURS: 5+, TO OPERATE MY WEALTH MANAGEMENT PRACTICE AND EMPLOY MY 4 EMPLOYEES UNDER A LEGAL STRUCTURE. 4. VICE PRESIDENT OF THE BOARD, SCHOOL OF IMAGINATION, 9801 DUBLIN BLVD, DUBLIN, CALIFORNIA, 94568, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 01/06/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, VICE PRESIDENT OF THE BOARD OF DIRECTORS

Exams

• S66 Uniform Combined State Law Examination
  2010-05-25

Designations

• Certified Financial Planner