Unclaimed Profile

William Miskell

DISCRETIONARY MANAGEMENT SERVICES, LLC·OVERLAND PARK, Kansas

Clean recordDISCRETIONARY MANAGEMENT SERVICES, LLC

6320 LAMAR AVE, OVERLAND PARK, KS 66202-4247CRD# 2617508Firm CRD# 145851

Profile Verification

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

Identity

William Miskell · OVERLAND PARK, KS

Registration

CRD #2617508 · DISCRETIONARY MANAGEMENT SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Miskell is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with DISCRETIONARY MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DISCRETIONARY MANAGEMENT SERVICES, LLC

DEMARCHE

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DISCRETIONARY MANAGEMENT SERVICES, LLC →

Services

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2617508

Firm CRD# 145851

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Miskell offer?

William Miskell specializes in Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are William Miskell's credentials?

William Miskell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Miskell located?

William Miskell is based in OVERLAND PARK, Kansas, working with DISCRETIONARY MANAGEMENT SERVICES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does William Miskell charge for services?

William Miskell'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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