DK
CFP
DK
CFP

D. Kensinger

43 Years of Experience
Cedar Rapids, IA
5 DisclosuresBroker

D. Kensinger is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Cedar Rapids, IA, with 43 years of industry experience. D. is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,181 clients
Average Client Portfolio
$410K average
Assets Under Management
$894.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+1.00%

Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 Second Ave. Bridge, Cedar Rapids, IA, 52401

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Employment Separation After Allegations
September 2013
Employment Separation After Allegations
August 2013
Customer Dispute
June 2009
Settled
Customer Dispute
April 2001
Denied
Other Business Activities

D. operates under the DBA Kensinger & Co., LLC since 2013. D. also works part-time as a Tai Chi instructor at the YMCA, dedicating minimal time.

Employment History
Current Registrations
Bcg Securities, INC.
October 2013 - Present · 13 yrs
Bcg Securities, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Private Advisor Group, LLC
December 2012 - September 2013 · 9 mos
LPL Financial LLCBroker
December 2012 - September 2013 · 9 mos
RBC Capital Markets, LLC
December 1999 - December 2012 · 13 yrs
RBC Capital Markets, LLCBroker
March 1998 - December 2012 · 14 yrs 9 mos
Dain Rauscher IncorporatedBroker
March 1983 - March 1998 · 15 yrs
State Registrations22 states
ALARAZCACOFLIAIDILKSMAMDMNMOMTNCNENYORPATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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