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David Geisler

Investment Adviser Representative at Madison Investment Advisors, LLC

Madison, WICRD #2859297Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Geisler is an investment adviser representative with Madison Investment Advisors, LLC in Madison, WI, where they have been registered since 2019. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Corvara Capital, LLC and Lateef Investment Management, LP. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.

Office

550 Science Drive
Madison, WI 53711

Advisors at this office: 16

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 1/31/2005
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 1/28/2005
Series 86
Research Analyst Exam - Part I Analysis Module
Passed 1/21/2005
Series 7
General Securities Representative Examination
Passed 12/9/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Madison Investment Advisors, LLCCurrent
8/27/2019 – Madison, WI
Corvara Capital, LLC
6/27/2017 – 12/31/2018Tiburon, CA
Lateef Investment Management, LP.
3/10/2015 – 1/26/2017Greenbrae, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Jan 2017 – Feb 2017Tiburon, CA
  2. Lateef Investment Management
    Jan 2015 – Dec 2016Greenbrae, CA
  3. Corvara Capital, LLC
    Mar 2017 – Jun 2019Tiburon, CA
  4. Madison Investment Advisors
    Jul 2019 – no end date reportedMadison, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Madison Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
19
Offices listed on AdvisorFinder:
2
Main office:
Madison, WI
SEC file number:
801-52751

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Geisler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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