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William Miskell

DISCRETIONARY MANAGEMENT SERVICES, LLC·OVERLAND PARK, Kansas
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6320 LAMAR AVE, OVERLAND PARK, KS 66202-4247CRD# 2617508Firm CRD# 145851
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DISCRETIONARY MANAGEMENT SERVICES, LLC
DEMARCHE
AUM
$213M
Regulatory assets under management
Employees
27
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2617508
Firm CRD# 145851
No disclosures on file
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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Research
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