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David Patrick Senkyr

DAVID JAMES FINANCIAL·NORTH LIBERTY, Iowa
SIE, Series 6, Series 7, Series 66CFPClean record24 years registeredDAVID JAMES FINANCIAL
595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA 52317CRD# 4311689Firm CRD# 306301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Patrick Senkyr · NORTH LIBERTY, IA
Registration
CRD #4311689 · DAVID JAMES FINANCIAL · 24 years registered
Brand Profile
Not yet started
01

Career History

LANE FAMILY WEALTH MANAGEMENT
Nov 2025 – present
DAVID JAMES FINANCIAL
Apr 2023 – Mar 2026
NORTH LIBERTY, IA
FEDERATED INVESTMENT COUNSELING
May 2002 – May 2006
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 66
Registration record
First registered · May 6, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVID JAMES FINANCIAL
CRD 306301 · SEC 801-123332
AUM
$97M
Regulatory assets under management
Employees
3
305 client accounts
Services offered by DAVID JAMES FINANCIAL
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DAVID JAMES FINANCIAL →
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05

Frequently Asked Questions

What services does David Patrick Senkyr offer?
David Patrick Senkyr specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTH LIBERTY, Iowa for a consultation.
What are David Patrick Senkyr's credentials?
David Patrick Senkyr holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Patrick Senkyr located?
David Patrick Senkyr is based in NORTH LIBERTY, Iowa, working with DAVID JAMES FINANCIAL. Their office serves clients in the NORTH LIBERTY metropolitan area and surrounding communities.
How does David Patrick Senkyr charge for services?
David Patrick Senkyr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID JAMES FINANCIAL?
DAVID JAMES FINANCIAL has approximately 3 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David James Lane
NORTH LIBERTY, IA

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