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David Palmer Lorbiecki

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$668.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$200
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Location

3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David operates under the DBA Lorbiecki Group, providing financial advisory services since 2020. This activity requires a few hours per week.

Employment History
Current Registrations
Dmkc Advisory Services, LLC
October 2007 - Present · 18 yrs 4 mos
D.M. Kelly & CompanyBroker
September 1995 - Present · 30 yrs 5 mos
Previous Registrations
Dain Bosworth IncorporatedBroker
November 1993 - November 1995 · 2 yrs
State Registrations29 states
ARAZCACOFLGAIAIDILINKSKYMIMNMOMTNCNENVNYOHOKORSDTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Palmer Lorbiecki - Financial Advisor | TrueAdvisor