David Eisenhauer has been Owner & President of Greykasell Wealth Strategies since December 2023, is a control person of the firm and directly owns 75% or more of it.
Greykasell Wealth Strategies, Inc. is a Danville, CA firm with $443M under management, 124 clients and 3 advisers in one office, as of its March 2026 filing.
David J. Eisenhauer is Founder & Chief Wealth Strategist of Greykasell Wealth Strategies, based in Danville, CA. He launched the firm to align advice with the needs of clients. His earlier experience includes roles at PwC (PricewaterhouseCoopers) and Northwestern Mutual.
David Eisenhauer’s longest registration was 13 years at Northwestern Mutual Investment Services,llc (2010–2024). Before joining Greykasell Wealth Strategies in 2024, David Eisenhauer was registered through Northwestern Mutual Investment Services,llc.
- – present · 2 yearsDanville, CA · Adviser representative · Firm CRD 329018
- Northwestern Mutual Investment Services,llc– · 13 yearsWalnut Creek, CA · Adviser representative · Firm CRD 2881
Professional designations
Listed by Greykasell Wealth Strategies
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter® (CLU®)
Investment adviser representative registrations
David Eisenhauer is registered as an investment adviser representative in California, since February 2024.
- CaliforniaSince 16 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 May 2010 |
| Series 7 | General Securities Representative Examination | 20 May 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Jeffrey Eisenhauer
- CRD
- 5728773
- Firm
- Greykasell Wealth Strategies · CRD 329018
- Role
- Owner & President
- Office
- 145 E. PROSPECT, SUITE 202, Danville, CA 94526
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greykasell.com
Where does David Eisenhauer work?
David Eisenhauer has been Owner & President of Greykasell Wealth Strategies, Inc. since December 2023, and is a control person of the firm.
Is David Eisenhauer a financial advisor?
Yes. David Eisenhauer has a current investment-adviser registration in California, through Greykasell Wealth Strategies since February 2024.
How many years of experience does David Eisenhauer have?
David Eisenhauer has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has David Eisenhauer passed?
David Eisenhauer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2010. FINRA credited David Eisenhauer with the SIE, which began in October 2018.
Where is David Eisenhauer based?
David Eisenhauer’s registered office is in Danville, CA.
Is David Eisenhauer registered with FINRA?
No. David Eisenhauer has no current broker registration.
Is David Eisenhauer a CFP?
Greykasell Wealth Strategies lists David Eisenhauer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Eisenhauer’s record?
Search CRD 5728773 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Eisenhauer’s full registration record.
- Jessica RoeperChief Compliance Officer