Unclaimed Profile

William Miskell

DISCRETIONARY MANAGEMENT SERVICES, LLC·OVERLAND PARK, Kansas

Series 65Clean record31 years registeredDISCRETIONARY 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 · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DISCRETIONARY MANAGEMENT SERVICES, LLC

DEMARCHE ASSOCIATES INC

May 1995 – Mar 2017

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 5, 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 William Miskell offer?

William Miskell specializes in Retirement Planning, Wealth Management.

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, last registered with DISCRETIONARY MANAGEMENT SERVICES, LLC.

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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