JD
CFA
JD
CFA

James Frederick Dykstal

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$185.3M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$50,000
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Location

10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564

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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

James is employed by affiliated RIAs with CRD numbers 105500 and 145851.

Employment History
Current Registrations
Demarche
February 2014 - Present · 12 yrs
Demarche
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Kansas City Brokerage. INCBroker
December 2011 - December 2019 · 8 yrs
Morgan Stanley & CO. IncorporatedBroker
September 2008 - October 2008 · 1 mo
Brokers Transaction Services, INC.Broker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.