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David Michael Verbeke

WEBB ADVISORS INCORPORATED·BLOOMINGTON, Minnesota
Series 6, Series 63Clean record12 years registeredWEBB ADVISORS INCORPORATED
8120 PENN AVENUE SOUTH, BLOOMINGTON, MN 55431CRD# 5818813Firm CRD# 106617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Verbeke · BLOOMINGTON, MN
Registration
CRD #5818813 · WEBB ADVISORS INCORPORATED · 12 years registered
Brand Profile
Not yet started
01

Career History

Jan 2014present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · January 13, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEBB ADVISORS INCORPORATED
CRD 106617 · SEC 801-39985
AUM
$316M
Regulatory assets under management
Employees
7
1,804 client accounts
Services offered by WEBB ADVISORS INCORPORATED
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does David Michael Verbeke offer?
David Michael Verbeke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are David Michael Verbeke's credentials?
David Michael Verbeke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Verbeke located?
David Michael Verbeke is based in BLOOMINGTON, Minnesota, working with WEBB ADVISORS INCORPORATED. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does David Michael Verbeke charge for services?
David Michael Verbeke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEBB ADVISORS INCORPORATED?
WEBB ADVISORS INCORPORATED has approximately 7 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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