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David Kubicek

Institute of Trade Management
15 Years of Experience
Farmington Hills, MI
1 Disclosure
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David Kubicek is a CFP-designated registered investment advisor at Institute of Trade Management, based in Farmington Hills, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning.

Institute of Trade Management
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

The Institute of Trade Management offers ongoing annual fee arrangements for continuous financial advice and consulting, with specific pricing negotiated at the start of your engagement based on your needs.

  • Financial consulting and project-based advice — Fees are negotiated at the time of engagement and can be structured by the hour or by the project depending on your specific needs.
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Location

32781 Middlebelt Road, Suite B, Farmington Hills, MI, 48334-1770

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History

Regulatory History (1)
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
January 1980
Settled
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Employment History
Current Registrations
Institute of Trade Management
October 2010 - Present · 16 yrs
State Registrations1 state
MI
Advisor

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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