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Wealth Management North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
Retirement Plans North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
North Carolina Investment Adviser
Wealth Management North Carolina
David Todd Misenheimer
Financial Planner North Carolina
David Todd Misenheimer ("Todd") is a licensed Certified Financial Planner™ and Certified Investment Management Analyst ("CIMA®") with over 6 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.

Contact David Todd Misenheimer >
Asset Management Raleigh-Durham
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Retirement Plans Raleigh-Durham
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Gordon Asset Management is North Carolina's premier financial services company specializing in associate
development investment, education and accreditation utilizing state of the art industry tools and databases.
Other Gordon Asset Management services include Wealth Management, Retirement Plans
and Exit Planning. Located in the Triangle of Raleigh-Durham, 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.
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