David James Financial

David James Financial (CRD# 306301) is a financial advisory firm headquartered in North Liberty, IA. They manage $95,000,000 in 331 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
595 Ashley Court Suite 2, North Liberty, IA 52317
https://www.lanefamilywm.com/
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $287,009
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, KY, NE, TX

Financial Advisors at David James Financial
Showing 1 - 3 of 3 top financial advisors.
1
David Lane, financial advisor North Liberty IA
David J. Lane
CRD#: 6373550
595 Ashley Court Suite 2, North Liberty, IA 52317

David Lane (CRD# 6373550) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 9 years of experience in the finance industry.

2
Kaleb Hougland, financial advisor North Liberty IA
Kaleb R. Hougland
CRD#: 7013236
595 Ashley Court Suite 2, North Liberty, IA 52317

Kaleb Hougland (CRD# 7013236) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 3 years of experience in the finance industry.

3
David Senkyr, financial advisor North Liberty IA
David P. Senkyr
CRD#: 4311689
595 Ashley Court Suite 2, North Liberty, IA 52317

David Senkyr (CRD# 4311689) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 21 years of experience in the finance industry. David Senkyr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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