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David Paul Becker Mr.

Investment Adviser Representative at 1834 Investment Advisors Co.

Milwaukee, WICRD #2839572Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
1

Professional summary

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

David Paul Becker Mr. is an investment adviser representative with 1834 Investment Advisors Co. in Milwaukee, WI, where they have been registered since 2001. They have worked in the securities industry since 2001 and have been registered with 3 firms, including Premier Asset Management LLC and Northern OAK International, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, 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 12/20/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

1834 Investment Advisors Co.Current
4/17/2001 – Milwaukee, WI
Premier Asset Management LLC
9/22/2022 – 6/7/2023Chicago, IL
Northern OAK International, LLC
10/24/2002 – 2/3/2003Milwaukee, WI

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. 1834 Investment Advisors Co.
    May 2013 – no end date reportedMilwaukee, WI
  2. Premier Asset Management LLC
    Jun 2022 – Jun 2023Chicago, IL

Official records & sources

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

About 1834 Investment Advisors Co.

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
Firm account minimum
$500,000 (waivable)

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

Institutional Services including Investment Management/OCIO (Outsourced Chief Investment Officer); Retirement Plan Services providing holistic guidance to design retirement plans for businesses and nonprofits; Personal Wealth Services including wealth planning and portfolio management through a broad investment platform.

Investment Management
Firm areas of expertise
Investment ManagementOCIOWealth PlanningRetirement Plan ServicesPortfolio ManagementInstitutional ServicesFixed IncomeAlternative AssetsSeparately Managed AccountsFiduciary

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
6
Main office:
Milwaukee, WI
SEC file number:
801-11335

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

Form ADV data as of September 4, 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 Paul Becker Mr. 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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