Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
33yrs
David Hackworthy is a fiduciary financial advisor in Madison, Wisconsin, with 33 years in the industry. David joined Isthmus Partners in 2023, after 19 years at Robert W. Baird & Co.. Isthmus Partners offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in Madison
Office1 South Pinckney Street Suite 800, Madison, WI 53703
FirmIsthmus Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.59 million
Advisors at the firm9
States licensed ?2 states
Services through Isthmus Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowIsthmus Partners, LLCCurrent firm
- 1995 – 2014Robert W. Baird & Co. IncorporatedPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Isthmus Partners at 608-729-0949 and ask for David Hackworthy. David works from the Madison, WI office.
How long has David been a financial advisor?
David has been in the industry since 1993, about 33 years. Top 10% by experience in Madison.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Isthmus Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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