DD
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David Patrick Damaska

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
732 clients
Average Client Portfolio
$500K average
Assets Under Management
$366.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

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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 ActivitiesSells Insurance

David has multiple business activities including Damaska & Associates for tax preparation and fixed insurance, Damaska Wealth Management as a DBA for LPL business, and Damaska & Associates, Inc. for tax prep/accounting/bookkeeping. He also provides investment advisory services through Charter Advisory Corporation, spending about 20% of his time on this activity.

Employment History
Current Registrations
Charter Advisory Corporation
September 2009 - Present · 16 yrs 5 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial Corporation
September 2009 - September 2009 · 0 mos
Mutual Service Corporation
September 2000 - September 2009 · 9 yrs
Mutual Service CorporationBroker
February 2000 - September 2009 · 9 yrs 7 mos
Summit Brokerage Services, INC.Broker
September 1996 - February 2001 · 4 yrs 5 mos
Cigna Financial Advisors,inc.Broker
April 1995 - August 1996 · 1 yr 4 mos
State Registrations8 states
AZCAFLINKYMIOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Patrick Damaska - Financial Advisor | TrueAdvisor