David Kemp, financial advisor Chicago IL
93 score

David Kemp

CRD Number: 4575074
Current Firm: Bmo Asset Management Corp.

David Kemp (CRD# 4575074) is an Investment Advisor Representative working at Bmo Asset Management Corp. in Chicago, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Harris Investment Management Inc. Chicago, IL Jun 2012 - Current 4
M&i Investment Management Corp. Milwaukee, WI Mar 2010 - Current 6
Self Employed Madison, WI May 2009 - Mar 2010 < 1
Virchow Krause Wealth Management Madison, WI May 2006 - May 2009 3
Virchow Krause Capital Madison, WI May 2006 - May 2009 3
Virchow Krause LLP Madison, WI Apr 2006 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for David M. Kemp
Phone Number: 312-461-7699
Firm Website: http://www.bmogam.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    42,122
    MILLIONS
  • Total Number of Accounts
    3,167
    ACCOUNTS
  • Average Account Value
    $13,300,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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