Unclaimed Profile

Adam J Strumpf

DISCRETIONARY MANAGEMENT SERVICES, LLC·MERRIAM, Kansas

SIE, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredDISCRETIONARY MANAGEMENT SERVICES, LLC

6700 ANTIOCH ROAD, MERRIAM, KS 66204-1497CRD# 4529457Firm CRD# 145851

Profile Verification

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

Identity

Adam J Strumpf · MERRIAM, KS

Registration

CRD #4529457 · DISCRETIONARY MANAGEMENT SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

DEMARCHE

Dec 2017 – present

DEMARCHE

Jun 2007 – present

ENDEX CAPITAL MANAGMENT LLC

Dec 2017 – Dec 2022

MERRIAM, KS

PIPER JAFFRAY & CO.

Aug 2004 – Oct 2005

LEAWOOD, KS

DEMARCHE ASSOCIATES INC

Jun 2000 – Nov 2004

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD 145851 · SEC 801-68693

AUM

$213M

Regulatory assets under management

Employees

20 client accounts

Services offered by DISCRETIONARY MANAGEMENT SERVICES, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DISCRETIONARY MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Adam J Strumpf offer?

Adam J Strumpf specializes in Retirement Planning, Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.

What are Adam J Strumpf's credentials?

Adam J Strumpf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam J Strumpf located?

Adam J Strumpf is based in MERRIAM, Kansas, working with DISCRETIONARY MANAGEMENT SERVICES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.

How does Adam J Strumpf charge for services?

Adam J Strumpf's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DISCRETIONARY MANAGEMENT SERVICES, LLC?

DISCRETIONARY MANAGEMENT SERVICES, LLC has approximately 27 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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