David Nott

David Nott

Manager- Firm Compliance



My goal is to work with you to create and implement a strategy to help you reach your financial goals. Working with you, we can customize strategies to help protect your family, fund your children's college education, create a nest egg to enable you to live the retirement you want, or even assist with estate planning. You will receive the kind of personalized service you need to make informed decisions about your financial future. My personal goal is to become a lifetime resource for each and every client I serve.


  • Licensed to sell Life Insurance in Wisconsin, Illinois, and Iowa
  • Registered Representative of MMLIS
  • Investment Adviser Representative, MMLIS
  • Series 4, 7, 24, 53 and 66 Licenses


  • Bachelor of Science, Economics - Math Emphasis, UW-Madison, Madison, WI
  • Juris Doctor, Law, UW-Madison, Madison, WI


  • Resident of Brookfield since July, 2007
  • Family: Wife, Jayn, and two children, Ryan and Michael
  • Hobbies: Biking, History and Museums, Internet and Computers, Photography, Reading, Spending Time with Family, Winter Sports, and Golf


  •   Member of the National Association of Insurance and Financial Advisors (NAIFA)
Phone (414) 615-4875
Fax (414) 615-4860