David Schlesselman has been an investment adviser representative at KDM Wealth Management since May 2017, and is not listed among the firm’s executive officers or direct owners. David Schlesselman holds a Bachelor's degree in Business Administration with Honors from the University of Illinois Urbana-Champaign and an MBA in Finance from DePaul University.
KDM Wealth Management Inc. is a Geneva, IL firm with $112M under management, 149 clients and 3 advisers in one office, as of its August 2026 filing.
Dave Schlesselman is an Investment Advisor Representative with KDM Wealth Management. He spent over 21 years in executive management in the IT industry, including as a Vice President at Acxiom Corporation, and earned his Series 65 license in early 2017.
- KDM Wealth Management Inc.Current– present · 9 yearsGeneva, IL · Adviser representative · Firm CRD 152002
Investment adviser representative registrations
David Schlesselman is registered as an investment adviser representative in Illinois, since May 2017.
- IllinoisSince 4 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David A Schlesselman
- CRD
- 6785404
- Firm
- KDM Wealth Management · CRD 152002
- Office
- 321 STEVENS STREET, SUITE R, Geneva, IL 60134
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kdmwealth.com
Where does David Schlesselman work?
David Schlesselman is an investment adviser representative registered through KDM Wealth Management Inc. since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is David Schlesselman a financial advisor?
Yes. David Schlesselman has a current investment-adviser registration in Illinois, through KDM Wealth Management since May 2017.
How many years of experience does David Schlesselman have?
David Schlesselman has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has David Schlesselman passed?
David Schlesselman passed the Series 65 in May 2017.
Where is David Schlesselman based?
David Schlesselman’s registered office is in Geneva, IL.
Is David Schlesselman registered with FINRA?
No. David Schlesselman has no current broker registration.
How can I verify David Schlesselman’s record?
Search CRD 6785404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Schlesselman’s full registration record.
