Gordon Asset Management, LLC :: Wealth Management, Retirement Plans, Investment Advisor, Exit Planning: David Todd Misenheimer

• Our Team: • Joseph M. Gordon; • Russell B. Smith; • David Todd Misenheimer; • Christian D. Keedy, Jr.; • Rand Millwood; • Gregory T. Rhinehardt; • J. Robert Stogner
• CODE Of Ethics
• Strategic Partners

David Todd Misenheimer

David Todd Misenheimer (“Todd”) is a licensed CERTIFIED FINANCIAL PLANNER™ (“CFP®”) and Certified Investment Management Analyst (“CIMA®”) with over 9 years of professional experience in the financial services industry. Todd also holds the Accredited Investment Fiduciary (“AIF®”) designation from the Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh’s Katz Graduate School of Business. He is a member of many leading financial services organizations, including the Financial Planning Association and the Investment Management Consultants Association.

Todd is a graduate of the University of North Carolina at Chapel Hill with a Bachelors of Arts in Economics. Todd is a member of the firm’s Investment Policy Committee as well as the firm’s Chief Compliance Officer. Todd’s primary focus is on managing client relationships and business development. He is an owner/partner of Gordon Asset Management, LLC.

Todd holds his Series 7, 63 and 65 securities licenses and is a registered representative with CW Securities, LLC, an independent registered broker-dealer and member FINRA firm. He also maintains his Life, Accident & Health insurance license. He received his Executive Certificate from Duke University in Certified Financial Planning as well as his Executive Certificate from The Wharton School of Business for completing the Certified Investment Management Analyst program.

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Rather than create our own carefully crafted code of ethics, certain partners of the firm through their various trade associations are held to a certain code of ethics individually as a designee or licensee. Read More >

Gordon Asset Management, is North Carolina's premier Asset Management company, specializing in Wealth Management, Retirement Plans and Exit Planning services. Located in the Research Triangle of Raleigh-Durham and Chapel Hill , Gordon Asset Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout North Carolina, East Tennessee and South Carolina.

Investment advice provided by Gordon Asset Management, LLC, a registered investment advisor with the Securities and Exchange Commission.

"Representatives registered with and securities offered through CW Securities LLC, a registered broker/dealer, and Member of the FINRA/SIPC. Gordon Asset Management, LLC and CW Securities LLC are not affiliated."