DR
DR

David Kaifel Rosenberg

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
1,016 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,000
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Location

155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the Director of Investment Management & Co-CIO at Nadler Financial Group, dedicating full-time hours to this role. He also serves as President of a political action committee and assistant football coach at a high school, dedicating about 10-20% of his time and about 10-20% of his time respectively.

Employment History
Current Registrations
Nadler Financial Group, INC.
January 2013 - Present · 13 yrs 1 mo
Ausdal Financial Partners, INC.Broker
December 2012 - Present · 13 yrs 2 mos
State Registrations2 states
CAIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.