Unclaimed Profile

David Palmer Lorbiecki

DMKC ADVISORY SERVICES, LLC·DES MOINES, Iowa

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 28, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 66, Series 79TO, Series 99TOClean record18 years registeredDMKC ADVISORY SERVICES, LLC

3900 INGERSOLL AVENUE, DES MOINES, IA 50312CRD# 2357042Firm CRD# 145112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Palmer Lorbiecki · DES MOINES, IA

Registration

CRD #2357042 · DMKC ADVISORY SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

DMKC ADVISORY SERVICES, LLC

Oct 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 28

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · October 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DMKC ADVISORY SERVICES, LLC

CRD 145112 · SEC 801-68395

AUM

$563M

Regulatory assets under management

Employees

748 client accounts

Services offered by DMKC ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DMKC ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does David Palmer Lorbiecki offer?

David Palmer Lorbiecki specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are David Palmer Lorbiecki's credentials?

David Palmer Lorbiecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Palmer Lorbiecki located?

David Palmer Lorbiecki is based in DES MOINES, Iowa, working with DMKC ADVISORY SERVICES, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does David Palmer Lorbiecki charge for services?

David Palmer Lorbiecki's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DMKC ADVISORY SERVICES, LLC?

DMKC ADVISORY SERVICES, LLC has approximately 14 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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