DK
CFP
DK
CFP

David Kubicek

15 Years of Experience
Farmington Hills, MI
1 Disclosure

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 Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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
Employment History
Current Registrations
Institute of Trade Management
October 2010 - Present · 15 yrs 6 mos
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.