Unclaimed Profile

Robert Frank Marchesi

DISCRETIONARY MANAGEMENT SERVICES, LLC·OVERLAND PARK, Kansas

31 years registeredDISCRETIONARY MANAGEMENT SERVICES, LLC

6320 LAMAR AVE, OVERLAND PARK, KS 66202-4247CRD# 2346628Firm CRD# 145851

Profile Verification

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

Identity

Robert Frank Marchesi · OVERLAND PARK, KS

Registration

CRD #2346628 · DISCRETIONARY MANAGEMENT SERVICES, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DISCRETIONARY MANAGEMENT SERVICES, LLC

ENDEX CAPITAL MANAGMENT LLC

Jul 1997 – May 2015

OVERLAND PARK, KS

DEMARCHE ASSOCIATES INC

Dec 1994 – May 2015

OVERLAND PARK, KS

Registrations & Exams

Registration record

First registered · December 6, 1994

Years registered · 31

Disclosure History

1993Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Robert Frank Marchesi offer?

Robert Frank Marchesi specializes in Retirement Planning, Wealth Management.

What are Robert Frank Marchesi's credentials?

Robert Frank Marchesi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Frank Marchesi located?

Robert Frank Marchesi is based in OVERLAND PARK, Kansas, last registered with DISCRETIONARY MANAGEMENT SERVICES, LLC.

How does Robert Frank Marchesi charge for services?

Robert Frank Marchesi'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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