David Senkyr
David Senkyr is a CFP-designated registered investment advisor at Lane Family Wealth Management, based in North Liberty, IA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $1000K | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
595 Ashley Court Suite 2, North Liberty, IA, 52317
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a registered investment advisor (RIA) doing business as Lane Family Wealth Management, dedicating full-time hours to this activity. He also sells life and long-term care insurance, dedicating minimal time to this.
Employment History
Current Registrations
Lane Family Wealth Management
David James Financial
Previous Registrations
Private Client Services, LLCBroker
Fidelity Distributors Company LLCBroker
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations2 states
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.