Unclaimed Profile

Thomas Conrad Woolwine

DISCRETIONARY MANAGEMENT SERVICES, LLC·MERRIAM, Kansas

Series 65Clean record31 years registeredDISCRETIONARY MANAGEMENT SERVICES, LLC

6700 ANTIOCH ROAD, MERRIAM, KS 66204-1497CRD# 2600807Firm CRD# 145851

Profile Verification

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

Identity

Thomas Conrad Woolwine · MERRIAM, KS

Registration

CRD #2600807 · DISCRETIONARY MANAGEMENT SERVICES, LLC · 31 years registered

Brand Profile

Not yet started

Career History

DEMARCHE

Dec 2018 – present

DEMARCHE

Mar 1995 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 15, 1995

Years registered · 31

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 Thomas Conrad Woolwine offer?

Thomas Conrad Woolwine specializes in Retirement Planning, Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.

What are Thomas Conrad Woolwine's credentials?

Thomas Conrad Woolwine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Conrad Woolwine located?

Thomas Conrad Woolwine 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 Thomas Conrad Woolwine charge for services?

Thomas Conrad Woolwine'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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